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Private Advisor Group, LLC: SMCI position timeline

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

Private Advisor Group, LLC held 15,829 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,829 shares
    Change vs previous 13F -28,541 shares

    <0.01% of the 13F portfolio, value $464,271.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 44,370 shares
    Change vs previous 13F -4,224 shares

    <0.01% of the 13F portfolio, value $1,010,311.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 48,594 shares
    Change vs previous 13F -100,230 shares

    0.01% of the 13F portfolio, value $1,422,354.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 148,824 shares
    Change vs previous 13F -19,408 shares

    0.04% of the 13F portfolio, value $7,134,625.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 168,232 shares
    Change vs previous 13F +128,112 shares

    0.04% of the 13F portfolio, value $8,245,052.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 40,120 shares
    Change vs previous 13F +8,142 shares

    0.01% of the 13F portfolio, value $1,373,709.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 31,978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $974,689.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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