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Disclosery

Cordatus Wealth Management LLC: SMFG position timeline

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

Cordatus Wealth Management LLC held 35,169 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,169 shares
    Change vs previous 13F +339 shares

    0.18% of the 13F portfolio, value $829,253.

    13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management 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 34,830 shares
    Change vs previous 13F +120 shares

    0.16% of the 13F portfolio, value $687,871.

    13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management 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 34,710 shares
    Change vs previous 13F -1,412 shares

    0.16% of the 13F portfolio, value $670,916.

    13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management 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 36,122 shares
    Change vs previous 13F +106 shares

    0.14% of the 13F portfolio, value $604,651.

    13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management 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 36,016 shares
    Change vs previous 13F -847 shares

    0.13% of the 13F portfolio, value $544,000.

    13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management 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 36,863 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $570,000.

    13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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