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Disclosery

Ellevest, Inc.: SMFG position timeline

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

Ellevest, Inc. held 45,842 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,842 shares
    Change vs previous 13F +124 shares

    0.13% of the 13F portfolio, value $1,077,067.

    13F-HR 0001644128-26-000007 filed by Ellevest, 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 45,718 shares
    Change vs previous 13F -1,055 shares

    0.13% of the 13F portfolio, value $902,931.

    13F-HR 0001644128-26-000002 filed by Ellevest, 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 46,773 shares
    Change vs previous 13F -511 shares

    0.13% of the 13F portfolio, value $904,122.

    13F-HR 0001644128-26-000001 filed by Ellevest, 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 47,284 shares
    Change vs previous 13F +4,928 shares

    0.11% of the 13F portfolio, value $791,534.

    13F-HR 0001172661-25-005124 filed by Ellevest, 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 42,356 shares
    Change vs previous 13F -14,253 shares

    0.1% of the 13F portfolio, value $639,999.

    13F-HR 0001172661-25-002885 filed by Ellevest, 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 56,609 shares
    Change vs previous 13F -5,759 shares

    0.06% of the 13F portfolio, value $875,175.

    13F-HR 0001172661-25-001820 filed by Ellevest, 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 62,368 shares
    Change vs previous 13F +5,625 shares

    0.05% of the 13F portfolio, value $903,712.

    13F-HR 0001172661-25-001068 filed by Ellevest, 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 56,743 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $716,664.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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