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Disclosery

Cerity Partners LLC: SMFG position timeline

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

Cerity Partners LLC held 493,964 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 493,964 shares
    Change vs previous 13F +19,259 shares

    0.01% of the 13F portfolio, value $11,647,695.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 474,705 shares
    Change vs previous 13F +45,604 shares

    0.01% of the 13F portfolio, value $9,375,449.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 429,101 shares
    Change vs previous 13F -22,164 shares

    0.01% of the 13F portfolio, value $8,294,528.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 451,265 shares
    Change vs previous 13F -7,662 shares

    0.01% of the 13F portfolio, value $7,554,174.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 458,927 shares
    Change vs previous 13F -9,283 shares

    0.01% of the 13F portfolio, value $6,934,390.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 468,210 shares
    Change vs previous 13F +148,480 shares

    0.01% of the 13F portfolio, value $7,238,536.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 319,730 shares
    Change vs previous 13F -33,313 shares

    0.01% of the 13F portfolio, value $4,462,426.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 353,043 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,458,940.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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