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Disclosery

Gradient Investments LLC: SMFG position timeline

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

Gradient Investments LLC held 244,002 SMFG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 244,002 shares
    Change vs previous 13F -7,339 shares

    0.09% of the 13F portfolio, value $6,322,081.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 251,341 shares
    Change vs previous 13F +14,577 shares

    0.08% of the 13F portfolio, value $5,926,621.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 236,764 shares
    Change vs previous 13F +127,932 shares

    0.07% of the 13F portfolio, value $4,676,089.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 108,832 shares
    Change vs previous 13F +35,482 shares

    0.03% of the 13F portfolio, value $2,103,723.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 73,350 shares
    Change vs previous 13F +30,024 shares

    0.02% of the 13F portfolio, value $1,227,879.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,326 shares
    Change vs previous 13F +8,508 shares

    0.01% of the 13F portfolio, value $654,656.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 34,818 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $538,286.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 34,477 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $499,572.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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