COLDSTREAM CAPITAL MANAGEMENT INC: SMCI position timeline

COLDSTREAM CAPITAL MANAGEMENT INC held 7,139 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,139 shares

   Change vs previous 13F +7,139 shares

   <0.01% of the 13F portfolio, value $209,387.

   13F-HR 0001082339-26-000007 filed by COLDSTREAM CAPITAL MANAGEMENT INC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -6,779 shares

   13F-HR 0001082339-26-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 6,779 shares

   Change vs previous 13F +194 shares

   <0.01% of the 13F portfolio, value $324,974.

   13F-HR 0001082339-25-000008 filed by COLDSTREAM CAPITAL MANAGEMENT INC
   Filed 2025-11-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 6,585 shares

   Change vs previous 13F -754 shares

   0.01% of the 13F portfolio, value $322,708.

   13F-HR 0001082339-25-000006 filed by COLDSTREAM CAPITAL MANAGEMENT INC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 7,339 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $251,271.

   13F-HR 0001082339-25-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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