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Focus Partners Wealth: SMFG position timeline

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

Focus Partners Wealth held 124,841 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,841 shares
    Change vs previous 13F +27,242 shares

    <0.01% of the 13F portfolio, value $2,946,211.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,556 shares
    • Focus Partners Advisor Solutions, LLC: 12,285 shares

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

  2. period ended2026-03-31
    13F 97,599 shares
    Change vs previous 13F +15,820 shares

    <0.01% of the 13F portfolio, value $1,942,749.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 81,779 shares
    Change vs previous 13F +43,365 shares

    <0.01% of the 13F portfolio, value $1,580,783.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 38,414 shares
    Change vs previous 13F +2,926 shares

    <0.01% of the 13F portfolio, value $643,066.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 35,488 shares
    Change vs previous 13F +17,235 shares

    <0.01% of the 13F portfolio, value $536,225.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 18,253 shares
    Change vs previous 13F +4,799 shares

    <0.01% of the 13F portfolio, value $282,196.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 13,454 shares
    Change vs previous 13F +2,033 shares

    <0.01% of the 13F portfolio, value $194,960.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 11,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $144,251.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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