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Disclosery

LPL Financial LLC: SMFG position timeline

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

LPL Financial LLC held 500,370 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 500,370 shares
    Change vs previous 13F +31,577 shares

    <0.01% of the 13F portfolio, value $11,798,726.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 468,793 shares
    Change vs previous 13F +42,446 shares

    <0.01% of the 13F portfolio, value $9,258,662.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 426,347 shares
    Change vs previous 13F +57,883 shares

    <0.01% of the 13F portfolio, value $8,241,287.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 368,464 shares
    Change vs previous 13F -160,980 shares

    <0.01% of the 13F portfolio, value $6,168,095.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 529,444 shares
    Change vs previous 13F +84,090 shares

    <0.01% of the 13F portfolio, value $7,999,902.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 445,354 shares
    Change vs previous 13F +120,362 shares

    <0.01% of the 13F portfolio, value $6,885,168.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 324,992 shares
    Change vs previous 13F +235,934 shares

    <0.01% of the 13F portfolio, value $4,709,131.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 89,058 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,124,803.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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