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Advisors Asset Management, Inc.: SMFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on SMFG, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 141,675 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,675 shares
    Change vs previous 13F +2,085 shares

    0.05% of the 13F portfolio, value $3,340,697.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 139,590 shares
    Change vs previous 13F +22,126 shares

    0.05% of the 13F portfolio, value $2,756,903.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 117,464 shares
    Change vs previous 13F +20,109 shares

    0.04% of the 13F portfolio, value $2,270,579.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 97,355 shares
    Change vs previous 13F +15,254 shares

    0.03% of the 13F portfolio, value $1,629,723.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 82,101 shares
    Change vs previous 13F +14,867 shares

    0.02% of the 13F portfolio, value $1,240,546.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 67,234 shares
    Change vs previous 13F +2,699 shares

    0.02% of the 13F portfolio, value $1,039,438.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 64,535 shares
    Change vs previous 13F +5,678 shares

    0.02% of the 13F portfolio, value $935,112.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 58,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $743,364.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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