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WMG Financial Advisors, LLC: SMCI position timeline

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

WMG Financial Advisors, LLC held 9,009 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,009 shares
    Change vs previous 13F -6,510 shares

    0.1% of the 13F portfolio, value $264,234.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 15,519 shares
    Change vs previous 13F +6,763 shares

    0.15% of the 13F portfolio, value $353,368.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 8,756 shares
    Change vs previous 13F +2,900 shares

    0.11% of the 13F portfolio, value $256,289.

    13F-HR 0002085853-26-000115 filed by WMG Financial 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 5,856 shares
    Change vs previous 13F -1,000 shares

    0.09% of the 13F portfolio, value $280,737.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 6,856 shares
    Change vs previous 13F -1,003 shares

    0.12% of the 13F portfolio, value $336,013.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 7,859 shares
    Change vs previous 13F +1,253 shares

    0.11% of the 13F portfolio, value $269,092.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 6,606 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $201,351.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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