Skip to content
Disclosery

Allworth Financial LP: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SMCI, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 37,880 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,880 shares
    Change vs previous 13F +3,858 shares

    <0.01% of the 13F portfolio, value $1,111,024.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,022 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $774,690.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,362 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $1,005,787.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,891 shares
    Change vs previous 13F -758 shares

    0.01% of the 13F portfolio, value $1,672,677.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,649 shares
    Change vs previous 13F +2,729 shares

    0.01% of the 13F portfolio, value $1,747,182.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,920 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $1,178,863.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,115,721.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).