West Financial Advisors, LLC SMCI SUPER MICRO COMPUTER INC

Ownership history in West Financial Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

West Financial Advisors, LLC reported SUPER MICRO COMPUTER INC (SMCI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows SMCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Financial Advisors, LLC's position in SUPER MICRO COMPUTER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Financial Advisors, LLC held SMCI — position size vs. price
% of Fund (quarterly)    SMCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 50 0% 0.00% $1K 2026-01-13 $28.60
2025 Q3 UNCHANGED 50 0% 0.00% $2K 2025-10-14 $53.11
2025 Q2 INITIATED 50 0.00% $2K 2025-07-21 $51.50

FAQ About West Financial Advisors, LLC and SMCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Financial Advisors, LLC reported owning SMCI?

West Financial Advisors, LLC reported SMCI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SMCI position in West Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for SMCI was 0.00% in 2025 Q2.

What is the latest reported SMCI position on this page?

The most recent filing on this page is 2025 Q4, when West Financial Advisors, LLC reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SMCI ownership page compare?

The chart compares West Financial Advisors, LLC's quarterly SMCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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