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RITHOLTZ WEALTH MANAGEMENT: SMFG position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 139,625 SMFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 139,625 shares
    Change vs previous 13F +3,301 shares

    0.05% of the 13F portfolio, value $3,292,358.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 136,324 shares
    Change vs previous 13F +8,672 shares

    0.05% of the 13F portfolio, value $2,692,400.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 127,652 shares
    Change vs previous 13F +1,458 shares

    0.05% of the 13F portfolio, value $2,467,514.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 126,194 shares
    Change vs previous 13F -1,141 shares

    0.04% of the 13F portfolio, value $2,112,486.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 127,335 shares
    Change vs previous 13F -10,583 shares

    0.04% of the 13F portfolio, value $1,924,035.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 137,918 shares
    Change vs previous 13F -17,925 shares

    0.06% of the 13F portfolio, value $2,132,208.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 155,843 shares
    Change vs previous 13F -11,550 shares

    0.07% of the 13F portfolio, value $2,258,172.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 167,393 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,114,168.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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