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Disclosery

IEQ CAPITAL, LLC: SMFG position timeline

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

IEQ CAPITAL, LLC held 162,467 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 162,467 shares
    Change vs previous 13F +16,976 shares

    0.02% of the 13F portfolio, value $3,830,952.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 145,491 shares
    Change vs previous 13F +21,682 shares

    0.01% of the 13F portfolio, value $2,873,437.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 123,809 shares
    Change vs previous 13F +12,648 shares

    0.01% of the 13F portfolio, value $2,393,227.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 111,161 shares
    Change vs previous 13F +48,525 shares

    0.01% of the 13F portfolio, value $1,860,834.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 62,636 shares
    Change vs previous 13F +18,234 shares

    0.01% of the 13F portfolio, value $946,427.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 44,402 shares
    Change vs previous 13F +2,815 shares

    0.01% of the 13F portfolio, value $686,454.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 41,587 shares
    Change vs previous 13F +3,665 shares

    0.01% of the 13F portfolio, value $602,595.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 37,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $478,951.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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