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MISSION WEALTH MANAGEMENT, LP: SMFG position timeline

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

MISSION WEALTH MANAGEMENT, LP held 59,019 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,019 shares
    Change vs previous 13F +6,108 shares

    0.02% of the 13F portfolio, value $1,391,668.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 52,911 shares
    Change vs previous 13F -1,036 shares

    0.02% of the 13F portfolio, value $1,044,986.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 53,947 shares
    Change vs previous 13F -331 shares

    0.02% of the 13F portfolio, value $1,042,792.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 54,278 shares
    Change vs previous 13F -3,854 shares

    0.02% of the 13F portfolio, value $908,621.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 58,132 shares
    Change vs previous 13F +1,834 shares

    0.02% of the 13F portfolio, value $878,377.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 56,298 shares
    Change vs previous 13F +2,757 shares

    0.02% of the 13F portfolio, value $870,370.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 53,541 shares
    Change vs previous 13F -10,760 shares

    0.02% of the 13F portfolio, value $775,812.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 64,301 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $812,126.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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