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Optas, LLC: SMFG position timeline

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

Optas, LLC held 19,385 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,385 shares
    Change vs previous 13F +819 shares

    0.06% of the 13F portfolio, value $457,101.

    13F-HR 0001802961-26-000004 filed by Optas, 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 18,566 shares
    Change vs previous 13F +227 shares

    0.06% of the 13F portfolio, value $366,683.

    13F-HR 0001802961-26-000002 filed by Optas, 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 18,339 shares
    Change vs previous 13F +2,386 shares

    0.06% of the 13F portfolio, value $354,493.

    13F-HR 0001802961-26-000001 filed by Optas, 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 15,953 shares
    Change vs previous 13F +130 shares

    0.05% of the 13F portfolio, value $267,054.

    13F-HR 0001802961-25-000004 filed by Optas, 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 15,823 shares
    Change vs previous 13F +2,813 shares

    0.05% of the 13F portfolio, value $239,087.

    13F-HR 0001085146-25-004086 filed by Optas, 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 13,010 shares
    Change vs previous 13F +906 shares

    0.03% of the 13F portfolio, value $201,137.

    13F-HR 0001085146-25-002171 filed by Optas, 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 12,104 shares
    Change vs previous 13F -2,145 shares

    0.04% of the 13F portfolio, value $175,388.

    13F-HR 0001085146-25-000492 filed by Optas, 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 14,249 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $179,964.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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