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Disclosery

HB Wealth Management, LLC: SMCI position timeline

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

HB Wealth Management, LLC held 14,606 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,606 shares
    Change vs previous 13F -2,552 shares

    <0.01% of the 13F portfolio, value $428,394.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 17,158 shares
    Change vs previous 13F +1,182 shares

    <0.01% of the 13F portfolio, value $390,688.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 15,976 shares
    Change vs previous 13F -3,654 shares

    <0.01% of the 13F portfolio, value $467,618.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 19,630 shares
    Change vs previous 13F +2,275 shares

    0.01% of the 13F portfolio, value $941,062.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 17,355 shares
    Change vs previous 13F -1,586 shares

    0.01% of the 13F portfolio, value $850,569.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 18,941 shares
    Change vs previous 13F -17,927 shares

    0.01% of the 13F portfolio, value $648,540.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 36,868 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,123,738.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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