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Disclosery

Park Square Financial Group, LLC: SMFG position timeline

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

Park Square Financial Group, LLC held 274 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274 shares
    Change vs previous 13F -103 shares

    0.06% of the 13F portfolio, value $6,461.

    13F-HR 0002058285-26-000003 filed by Park Square Financial Group, 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 377 shares
    Change vs previous 13F -1,252 shares

    0.06% of the 13F portfolio, value $7,446.

    13F-HR 0002058285-26-000002 filed by Park Square Financial Group, 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 1,629 shares
    Change vs previous 13F +598 shares

    0.14% of the 13F portfolio, value $23,604.

    13F-HR 0002058285-26-000001 filed by Park Square Financial Group, 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 1,031 shares
    Change vs previous 13F -1,350 shares

    0.07% of the 13F portfolio, value $17,259.

    13F-HR 0002058285-25-000007 filed by Park Square Financial Group, 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 2,381 shares
    Change vs previous 13F +513 shares

    0.03% of the 13F portfolio, value $35,977.

    13F-HR 0002058285-25-000004 filed by Park Square Financial Group, 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 1,868 shares
    Change vs previous 13F -487 shares

    0.02% of the 13F portfolio, value $28,880.

    13F-HR 0002058285-25-000003 filed by Park Square Financial Group, 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 2,355 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,124.

    13F-HR 0002058285-25-000002 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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