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Net Worth Advisory Group: SMFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on SMFG, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 22,213 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,213 shares
    Change vs previous 13F -630 shares

    0.13% of the 13F portfolio, value $523,772.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 22,843 shares
    Change vs previous 13F -298 shares

    0.09% of the 13F portfolio, value $451,142.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 23,141 shares
    Change vs previous 13F +1,038 shares

    0.09% of the 13F portfolio, value $447,324.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 22,103 shares
    Change vs previous 13F -899 shares

    0.11% of the 13F portfolio, value $370,006.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 23,002 shares
    Change vs previous 13F -519 shares

    0.08% of the 13F portfolio, value $347,559.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 23,521 shares
    Change vs previous 13F -1,226 shares

    0.11% of the 13F portfolio, value $363,639.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 24,747 shares
    Change vs previous 13F -604 shares

    0.11% of the 13F portfolio, value $358,588.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 25,351 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $320,186.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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