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Disclosery

NewEdge Advisors, LLC: SMCI position timeline

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

NewEdge Advisors, LLC held 158,321 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,321 shares
    Change vs previous 13F +102,474 shares

    0.01% of the 13F portfolio, value $4,643,557.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 55,847 shares
    Change vs previous 13F +3,308 shares

    <0.01% of the 13F portfolio, value $1,271,638.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 52,539 shares
    Change vs previous 13F -7,438 shares

    0.01% of the 13F portfolio, value $1,537,817.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 59,977 shares
    Change vs previous 13F -18,474 shares

    0.01% of the 13F portfolio, value $2,875,303.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 78,451 shares
    Change vs previous 13F +6,704 shares

    0.02% of the 13F portfolio, value $3,844,884.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 71,747 shares
    Change vs previous 13F +35,799 shares

    0.01% of the 13F portfolio, value $2,456,632.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 35,948 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,095,695.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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