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Cetera Investment Advisers: SMCI position timeline

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

Cetera Investment Advisers held 342,440 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,440 shares
    Change vs previous 13F +3,399 shares

    0.01% of the 13F portfolio, value $10,043,788.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 339,041 shares
    Change vs previous 13F +6,536 shares

    0.01% of the 13F portfolio, value $7,719,958.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 332,505 shares
    Change vs previous 13F +26,126 shares

    0.01% of the 13F portfolio, value $9,732,433.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 306,379 shares
    Change vs previous 13F +71,821 shares

    0.02% of the 13F portfolio, value $14,687,841.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 234,558 shares
    Change vs previous 13F -23,101 shares

    0.02% of the 13F portfolio, value $11,495,688.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 257,659 shares
    Change vs previous 13F +58,982 shares

    0.02% of the 13F portfolio, value $8,822,244.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 198,677 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,055,675.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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