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Disclosery

Clearstead Advisors, LLC: SMCI position timeline

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

Clearstead Advisors, LLC held 3,298 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,298 shares
    Change vs previous 13F +1,201 shares

    <0.01% of the 13F portfolio, value $96,731.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 2,097 shares
    Change vs previous 13F -247,253 shares

    <0.01% of the 13F portfolio, value $47,749.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 249,350 shares
    Change vs previous 13F -65,970 shares

    0.09% of the 13F portfolio, value $7,298,475.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 315,320 shares
    Change vs previous 13F +14,242 shares

    0.22% of the 13F portfolio, value $15,116,437.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 301,078 shares
    Change vs previous 13F +299,498 shares

    0.21% of the 13F portfolio, value $14,755,829.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 1,580 shares
    Change vs previous 13F +497 shares

    <0.01% of the 13F portfolio, value $54,100.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 1,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,999.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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