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COLDSTREAM CAPITAL MANAGEMENT INC: SMFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLDSTREAM CAPITAL MANAGEMENT INC on SMFG, newest first. How the timeline and the estimate are built.

COLDSTREAM CAPITAL MANAGEMENT INC held 36,691 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 36,691 shares
    Change vs previous 13F -18,430 shares

    0.01% of the 13F portfolio, value $871,093.

    13F-HR 0001082339-26-000007 filed by COLDSTREAM CAPITAL 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 55,121 shares
    Change vs previous 13F +4,984 shares

    0.01% of the 13F portfolio, value $1,088,641.

    13F-HR 0001082339-26-000005 filed by COLDSTREAM CAPITAL 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 50,137 shares
    Change vs previous 13F -37,827 shares

    0.01% of the 13F portfolio, value $969,150.

    13F-HR 0001082339-26-000002 filed by COLDSTREAM CAPITAL 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 87,964 shares
    Change vs previous 13F +34,707 shares

    0.02% of the 13F portfolio, value $1,472,518.

    13F-HR 0001082339-25-000008 filed by COLDSTREAM CAPITAL 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 53,257 shares
    Change vs previous 13F +32,373 shares

    0.01% of the 13F portfolio, value $813,247.

    13F-HR 0001082339-25-000006 filed by COLDSTREAM CAPITAL 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 20,884 shares
    Change vs previous 13F +588 shares

    0.01% of the 13F portfolio, value $322,868.

    13F-HR 0001082339-25-000002 filed by COLDSTREAM CAPITAL 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 20,296 shares
    Change vs previous 13F +5,371 shares

    0.01% of the 13F portfolio, value $294,090.

    13F-HR 0001082339-25-000001 filed by COLDSTREAM CAPITAL 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 14,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,504.

    13F-HR/A 0001082339-24-000009 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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