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Disclosery

SIGNATUREFD, LLC: SMFG position timeline

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

SIGNATUREFD, LLC held 235,552 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,552 shares
    Change vs previous 13F +10,858 shares

    0.07% of the 13F portfolio, value $5,554,312.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 224,694 shares
    Change vs previous 13F +3,767 shares

    0.07% of the 13F portfolio, value $4,437,712.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 220,927 shares
    Change vs previous 13F +3,329 shares

    0.07% of the 13F portfolio, value $4,270,521.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 217,598 shares
    Change vs previous 13F +2,180 shares

    0.06% of the 13F portfolio, value $3,642,588.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 215,418 shares
    Change vs previous 13F -7,930 shares

    0.06% of the 13F portfolio, value $3,254,963.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 223,348 shares
    Change vs previous 13F +2,184 shares

    0.07% of the 13F portfolio, value $3,452,955.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 221,164 shares
    Change vs previous 13F +7,811 shares

    0.06% of the 13F portfolio, value $3,204,664.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 213,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,694,646.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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