Skip to content
Disclosery

CAPSTONE INVESTMENT ADVISORS, LLC: SMCI position timeline

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

CAPSTONE INVESTMENT ADVISORS, LLC held 223,574 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,574 shares
    Change vs previous 13F +22,089 shares

    0.05% of the 13F portfolio, value $6,557,425.

    13F-HR 0001426196-26-000004 filed by CAPSTONE INVESTMENT 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 201,485 shares
    Change vs previous 13F +1,962 shares

    0.04% of the 13F portfolio, value $4,587,813.

    13F-HR 0001426196-26-000003 filed by CAPSTONE INVESTMENT 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 199,523 shares
    Change vs previous 13F +104,752 shares

    0.05% of the 13F portfolio, value $5,840,038.

    13F-HR 0001426196-26-000001 filed by CAPSTONE INVESTMENT 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 94,771 shares
    Change vs previous 13F +94,771 shares

    0.04% of the 13F portfolio, value $4,543,322.

    13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT 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 0 shares
    Change vs previous 13F -7,298 shares

    13F-HR 0001426196-25-000002 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 7,298 shares
    Change vs previous 13F -9,052 shares

    <0.01% of the 13F portfolio, value $249,884.

    13F-HR 0001426196-25-000001 filed by CAPSTONE INVESTMENT 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 16,350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $498,348.

    13F-HR 0001752724-25-024544 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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