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Disclosery

Pathstone Holdings, LLC: SMCI position timeline

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

Pathstone Holdings, LLC held 47,345 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 47,345 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $1,388,630.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 46,999 shares
    Change vs previous 13F -2,583 shares

    <0.01% of the 13F portfolio, value $1,070,170.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 49,582 shares
    Change vs previous 13F -768 shares

    0.01% of the 13F portfolio, value $1,451,266.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 50,350 shares
    Change vs previous 13F +3,497 shares

    0.01% of the 13F portfolio, value $2,413,778.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 46,853 shares
    Change vs previous 13F -7,338 shares

    0.01% of the 13F portfolio, value $2,296,244.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 54,191 shares
    Change vs previous 13F +46,632 shares

    0.01% of the 13F portfolio, value $1,856,222.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 7,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,400.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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