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Kestra Advisory Services, LLC: SMCI position timeline

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

Kestra Advisory Services, LLC held 53,557 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,557 shares
    Change vs previous 13F -9,901 shares

    <0.01% of the 13F portfolio, value $1,570,827.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,884 shares
    • Kestra Advisory Services, LLC: 31,673 shares

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

  2. period ended2026-03-31
    13F 63,458 shares
    Change vs previous 13F -868 shares

    <0.01% of the 13F portfolio, value $1,444,939.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,418 shares
    • Kestra Advisory Services, LLC: 39,040 shares

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

  3. period ended2025-12-31
    13F 64,326 shares
    Change vs previous 13F -107,544 shares

    0.01% of the 13F portfolio, value $1,882,822.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,074 shares
    • Kestra Advisory Services, LLC: 34,252 shares

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

  4. period ended2025-09-30
    13F 171,870 shares
    Change vs previous 13F -21,847 shares

    0.03% of the 13F portfolio, value $8,239,448.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,085 shares
    • Kestra Advisory Services, LLC: 123,785 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 193,717 shares
    Change vs previous 13F +122,951 shares

    0.03% of the 13F portfolio, value $9,494,070.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,827 shares
    • Kestra Advisory Services, LLC: 136,471 shares
    • Kestra Investment Management, LLC: 419 shares

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

  6. period ended2025-03-31
    13F/A 70,766 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $2,423,029.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,019 shares
    • Kestra Advisory Services, LLC: 36,626 shares
    • Kestra Investment Management, LLC: 121 shares

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

  7. period ended2024-12-31
    13F 70,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,147,103.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,069 shares
    • Kestra Advisory Services, LLC: 44,374 shares

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