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CAPTRUST FINANCIAL ADVISORS: SMCI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 32,007 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,007 shares
    Change vs previous 13F -28,572 shares

    <0.01% of the 13F portfolio, value $938,762.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 60,579 shares
    Change vs previous 13F -93,722 shares

    <0.01% of the 13F portfolio, value $1,379,385.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 154,301 shares
    Change vs previous 13F -248,782 shares

    0.01% of the 13F portfolio, value $4,516,380.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 403,083 shares
    Change vs previous 13F +45,526 shares

    0.04% of the 13F portfolio, value $19,323,778.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 357,557 shares
    Change vs previous 13F +55,391 shares

    0.04% of the 13F portfolio, value $17,523,859.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 302,166 shares
    Change vs previous 13F +61,987 shares

    0.03% of the 13F portfolio, value $10,346,180.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 240,179 shares
    Change vs previous 13F +221,274 shares

    0.02% of the 13F portfolio, value $7,320,656.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,905 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,872,122.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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