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Focused Wealth Management, Inc: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on SMCI, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 21,531 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,531 shares
    Change vs previous 13F +286 shares

    0.06% of the 13F portfolio, value $631,504.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 21,245 shares
    Change vs previous 13F +677 shares

    0.05% of the 13F portfolio, value $483,749.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 20,568 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $602,025.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 20,560 shares
    Change vs previous 13F -603 shares

    0.11% of the 13F portfolio, value $985,646.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 21,163 shares
    Change vs previous 13F -10,000 shares

    0.13% of the 13F portfolio, value $1,037,199.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 31,163 shares
    Change vs previous 13F +10,000 shares

    0.15% of the 13F portfolio, value $1,067,021.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 21,163 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $645,048.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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