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Disclosery

Integrated Financial Solutions, Inc.: SMCI position timeline

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

Integrated Financial Solutions, Inc. held 60,125 SMCI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,125 shares
    Change vs previous 13F -1,500 shares

    1.27% of the 13F portfolio, value $2,469,334.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,625 shares
    Change vs previous 13F -3,150 shares

    0.98% of the 13F portfolio, value $1,807,461.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 64,775 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $1,468,096.

    13F-HR 0002085853-26-000340 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 64,775 shares
    Change vs previous 13F -3,950 shares

    1.35% of the 13F portfolio, value $1,895,964.

    13F-HR 0002085853-26-000070 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 68,725 shares
    Change vs previous 13F +1,250 shares

    2.27% of the 13F portfolio, value $3,294,677.

    13F-HR/A 0002085853-26-000044 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 67,475 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,306,950.

    13F-HR 0002085853-26-000043 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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