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AdvisorShares Investments LLC: SMFG position timeline

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

AdvisorShares Investments LLC held 54,800 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,800 shares
    Change vs previous 13F -3,940 shares

    0.16% of the 13F portfolio, value $1,292,184.

    13F-HR 0001829126-26-008605 filed by AdvisorShares Investments 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 58,740 shares
    Change vs previous 13F -2,978 shares

    0.21% of the 13F portfolio, value $1,160,115.

    13F-HR 0001829126-26-004035 filed by AdvisorShares Investments 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 61,718 shares
    Change vs previous 13F +1,698 shares

    0.2% of the 13F portfolio, value $1,193,009.

    13F-HR 0001829126-26-001174 filed by AdvisorShares Investments 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 60,020 shares
    Change vs previous 13F -7,799 shares

    0.16% of the 13F portfolio, value $1,004,735.

    13F-HR 0001829126-25-008866 filed by AdvisorShares Investments 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 67,819 shares
    Change vs previous 13F +10,572 shares

    0.18% of the 13F portfolio, value $1,024,745.

    13F-HR 0001829126-25-005743 filed by AdvisorShares Investments 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 57,247 shares
    Change vs previous 13F +16,850 shares

    0.17% of the 13F portfolio, value $863,285.

    13F-HR 0001829126-25-003609 filed by AdvisorShares Investments 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 40,397 shares
    Change vs previous 13F -5,940 shares

    0.11% of the 13F portfolio, value $585,353.

    13F-HR 0001829126-25-001002 filed by AdvisorShares Investments LLC
    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 46,337 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $585,236.

    13F-HR 0001829126-24-007503 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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