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Disclosery

Naviter Wealth, LLC: SMFG position timeline

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

Naviter Wealth, LLC held 172,721 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 172,721 shares
    Change vs previous 13F +36,776 shares

    0.37% of the 13F portfolio, value $4,120,843.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 135,945 shares
    Change vs previous 13F +4,108 shares

    0.34% of the 13F portfolio, value $2,684,922.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 131,837 shares
    Change vs previous 13F -24,719 shares

    0.33% of the 13F portfolio, value $2,548,409.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 156,556 shares
    Change vs previous 13F +5,525 shares

    0.31% of the 13F portfolio, value $2,620,747.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 151,031 shares
    Change vs previous 13F +5,911 shares

    0.28% of the 13F portfolio, value $2,282,078.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 145,120 shares
    Change vs previous 13F +2,304 shares

    0.28% of the 13F portfolio, value $2,285,640.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 142,816 shares
    Change vs previous 13F +4,671 shares

    0.25% of the 13F portfolio, value $2,069,404.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 138,145 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,744,771.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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