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Steward Partners Investment Advisory, LLC: SMCI position timeline

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

Steward Partners Investment Advisory, LLC held 12,735 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,735 shares
    Change vs previous 13F -4,762 shares

    <0.01% of the 13F portfolio, value $373,531.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 17,497 shares
    Change vs previous 13F +8,093 shares

    <0.01% of the 13F portfolio, value $398,406.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 9,404 shares
    Change vs previous 13F +2,522 shares

    <0.01% of the 13F portfolio, value $275,255.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 6,882 shares
    Change vs previous 13F +782 shares

    <0.01% of the 13F portfolio, value $329,923.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 6,100 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $298,962.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 6,306 shares
    Change vs previous 13F -3,960 shares

    <0.01% of the 13F portfolio, value $215,917.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 10,266 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,908.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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