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Disclosery

Corient Private Wealth LP: SMFG position timeline

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

Corient Private Wealth LP held 95,045 SMFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 95,045 shares
    Change vs previous 13F -10,027 shares

    <0.01% of the 13F portfolio, value $2,241,234.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 105,072 shares
    Change vs previous 13F +9,506 shares

    <0.01% of the 13F portfolio, value $2,041,979.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 95,566 shares
    Change vs previous 13F +1,716 shares

    <0.01% of the 13F portfolio, value $1,847,304.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 93,850 shares
    Change vs previous 13F +3,223 shares

    <0.01% of the 13F portfolio, value $1,571,055.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 90,627 shares
    Change vs previous 13F -1,940 shares

    <0.01% of the 13F portfolio, value $1,369,379.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 92,567 shares
    Change vs previous 13F +2,386 shares

    <0.01% of the 13F portfolio, value $1,431,101.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 90,181 shares
    Change vs previous 13F -2,039 shares

    <0.01% of the 13F portfolio, value $1,306,732.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 92,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,164,748.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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