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Disclosery

XPONANCE LLC: SMFG position timeline

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

XPONANCE LLC held 18,336 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,336 shares
    Change vs previous 13F +18,336 shares

    <0.01% of the 13F portfolio, value $432,363.

    13F-HR 0001172661-26-003213 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -13,447 shares

    13F-HR 0001637541-25-000003 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 13,447 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $203,184.

    13F-HR 0001085146-25-005124 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 13,239 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $204,675.

    13F-HR 0001085146-25-002511 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 12,704 shares
    Change vs previous 13F +579 shares

    <0.01% of the 13F portfolio, value $184,081.

    13F-HR 0001085146-25-000963 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 12,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $153,139.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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