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Disclosery

Kassira Wealth Management LLC: SMCI position timeline

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

Kassira Wealth Management LLC held 50,569 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 50,569 shares
    Change vs previous 13F +3,523 shares

    1.19% of the 13F portfolio, value $1,483,189.

    13F-HR 0002095972-26-000003 filed by Kassira 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 47,046 shares
    Change vs previous 13F +16,132 shares

    0.98% of the 13F portfolio, value $1,071,237.

    13F-HR 0002095972-26-000002 filed by Kassira 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 30,914 shares
    Change vs previous 13F +3,946 shares

    0.86% of the 13F portfolio, value $904,853.

    13F-HR 0002095972-26-000001 filed by Kassira 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 26,968 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,292,846.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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