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Traveka Wealth, LLC: SMFG position timeline

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

Traveka Wealth, LLC held 26,630 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 26,630 shares
    Change vs previous 13F -96 shares

    0.21% of the 13F portfolio, value $627,935.

    13F-HR 0002009176-26-000003 filed by Traveka Wealth, 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 26,726 shares
    Change vs previous 13F +613 shares

    0.2% of the 13F portfolio, value $527,839.

    13F-HR 0002009176-26-000002 filed by Traveka Wealth, 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 26,113 shares
    Change vs previous 13F +373 shares

    0.21% of the 13F portfolio, value $504,764.

    13F-HR 0002009176-26-000001 filed by Traveka Wealth, 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 25,740 shares
    Change vs previous 13F +73 shares

    0.19% of the 13F portfolio, value $430,888.

    13F-HR 0002009176-25-000010 filed by Traveka Wealth, 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 25,667 shares
    Change vs previous 13F -2,245 shares

    0.21% of the 13F portfolio, value $387,828.

    13F-HR 0002009176-25-000004 filed by Traveka Wealth, 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 27,912 shares
    Change vs previous 13F +314 shares

    0.24% of the 13F portfolio, value $431,520.

    13F-HR 0002009176-25-000003 filed by Traveka Wealth, 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 27,598 shares
    Change vs previous 13F +82 shares

    0.22% of the 13F portfolio, value $399,895.

    13F-HR 0002009176-25-000002 filed by Traveka Wealth, 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 27,516 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $347,527.

    13F-HR 0002009176-24-000006 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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