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Disclosery

HB Wealth Management, LLC: SMFG position timeline

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

HB Wealth Management, LLC held 51,663 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 51,663 shares
    Change vs previous 13F +2,615 shares

    0.01% of the 13F portfolio, value $1,218,224.

    13F-HR 0001172661-26-002920 filed by HB 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 49,048 shares
    Change vs previous 13F +3,923 shares

    0.01% of the 13F portfolio, value $968,707.

    13F-HR 0001172661-26-001543 filed by HB 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 45,125 shares
    Change vs previous 13F +7,601 shares

    0.01% of the 13F portfolio, value $872,281.

    13F-HR 0001172661-26-000353 filed by HB 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 37,524 shares
    Change vs previous 13F +10,072 shares

    <0.01% of the 13F portfolio, value $628,155.

    13F-HR 0001172661-25-004398 filed by HB 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 27,452 shares
    Change vs previous 13F +9,123 shares

    <0.01% of the 13F portfolio, value $414,800.

    13F-HR 0001172661-25-002644 filed by HB 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 18,329 shares
    Change vs previous 13F +5,885 shares

    <0.01% of the 13F portfolio, value $283,366.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 12,444 shares
    Change vs previous 13F -855 shares

    <0.01% of the 13F portfolio, value $180,314.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 13,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,966.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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