Skip to content
Disclosery

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC: SMFG position timeline

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

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 138,754 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,754 shares
    Change vs previous 13F +673 shares

    0.39% of the 13F portfolio, value $3,271,819.

    13F-HR 0001765380-26-000275 filed by PARR MCKNIGHT WEALTH MANAGEMENT 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 138,081 shares
    Change vs previous 13F -8,336 shares

    0.36% of the 13F portfolio, value $2,727,100.

    13F-HR 0001765380-26-000142 filed by PARR MCKNIGHT WEALTH MANAGEMENT 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 146,417 shares
    Change vs previous 13F -3,719 shares

    0.37% of the 13F portfolio, value $2,830,241.

    13F-HR 0001765380-26-000088 filed by PARR MCKNIGHT WEALTH MANAGEMENT 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 150,136 shares
    Change vs previous 13F +926 shares

    0.33% of the 13F portfolio, value $2,513,277.

    13F-HR 0001765380-25-000460 filed by PARR MCKNIGHT WEALTH MANAGEMENT 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 149,210 shares
    Change vs previous 13F +2,875 shares

    0.31% of the 13F portfolio, value $2,254,563.

    13F-HR 0001765380-25-000324 filed by PARR MCKNIGHT WEALTH MANAGEMENT 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 146,335 shares
    Change vs previous 13F -95,766 shares

    0.33% of the 13F portfolio, value $2,262,339.

    13F-HR 0001765380-25-000156 filed by PARR MCKNIGHT WEALTH MANAGEMENT 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 242,101 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,508,043.

    13F-HR 0001765380-25-000132 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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