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Disclosery

NEOS Investment Management LLC: SMCI position timeline

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

NEOS Investment Management LLC held 86,833 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,833 shares
    Change vs previous 13F +14,830 shares

    0.01% of the 13F portfolio, value $2,546,812.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 72,003 shares
    Change vs previous 13F +34,176 shares

    0.01% of the 13F portfolio, value $1,639,508.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 37,827 shares
    Change vs previous 13F +8,782 shares

    0.01% of the 13F portfolio, value $1,107,197.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 29,045 shares
    Change vs previous 13F +10,559 shares

    0.01% of the 13F portfolio, value $1,392,418.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 18,486 shares
    Change vs previous 13F +3,584 shares

    0.01% of the 13F portfolio, value $905,999.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 14,902 shares
    Change vs previous 13F +2,518 shares

    0.01% of the 13F portfolio, value $510,245.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 12,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,464.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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