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Disclosery

NewEdge Wealth, LLC: SMFG position timeline

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

NewEdge Wealth, LLC held 39,951 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,951 shares
    Change vs previous 13F +9,929 shares

    0.01% of the 13F portfolio, value $942,048.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 30,022 shares
    Change vs previous 13F -6,131 shares

    0.01% of the 13F portfolio, value $592,938.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 36,153 shares
    Change vs previous 13F +20,989 shares

    0.01% of the 13F portfolio, value $698,837.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 15,164 shares
    Change vs previous 13F +2,789 shares

    <0.01% of the 13F portfolio, value $244,747.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 12,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $192,926.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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