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Disclosery

DAVENPORT & Co LLC: SMCI position timeline

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

DAVENPORT & Co LLC held 21,920 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,920 shares
    Change vs previous 13F -1,723 shares

    <0.01% of the 13F portfolio, value $642,923.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 23,643 shares
    Change vs previous 13F -3,416 shares

    <0.01% of the 13F portfolio, value $538,361.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 27,059 shares
    Change vs previous 13F -6,478 shares

    <0.01% of the 13F portfolio, value $792,019.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 33,537 shares
    Change vs previous 13F +1,242 shares

    0.01% of the 13F portfolio, value $1,607,772.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 32,295 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $1,582,754.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 31,998 shares
    Change vs previous 13F +10,368 shares

    0.01% of the 13F portfolio, value $1,095,600.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 21,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $659,282.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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