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Moran Wealth Management, LLC: SMFG position timeline

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

Moran Wealth Management, LLC held 336,966 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,966 shares
    Change vs previous 13F -67,903 shares

    0.22% of the 13F portfolio, value $7,945,658.

    13F-HR 0001965334-26-000004 filed by Moran 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 404,869 shares
    Change vs previous 13F +25,301 shares

    0.24% of the 13F portfolio, value $7,996,163.

    13F-HR 0002085853-26-000507 filed by Moran 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 379,568 shares
    Change vs previous 13F +59,296 shares

    0.22% of the 13F portfolio, value $7,337,049.

    13F-HR 0002085853-26-000091 filed by Moran 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 320,272 shares
    Change vs previous 13F +10,186 shares

    0.16% of the 13F portfolio, value $5,361,354.

    13F-HR 0002085853-25-000149 filed by Moran 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 310,086 shares
    Change vs previous 13F +8,511 shares

    0.15% of the 13F portfolio, value $4,685,399.

    13F-HR 0001667731-25-000988 filed by Moran 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 301,575 shares
    Change vs previous 13F -57,161 shares

    0.16% of the 13F portfolio, value $4,662,350.

    13F-HR 0001667731-25-000498 filed by Moran 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 358,736 shares
    Change vs previous 13F +25,503 shares

    0.17% of the 13F portfolio, value $5,198,085.

    13F-HR 0001667731-25-000219 filed by Moran 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 333,233 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,208,733.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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