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Kestra Advisory Services, LLC: SMFG position timeline

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

Kestra Advisory Services, LLC held 17,975 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,975 shares
    Change vs previous 13F -7,062 shares

    <0.01% of the 13F portfolio, value $423,856.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 25,037 shares
    Change vs previous 13F +15,360 shares

    <0.01% of the 13F portfolio, value $494,472.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 9,677 shares
    Change vs previous 13F -6,196 shares

    <0.01% of the 13F portfolio, value $187,066.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 15,873 shares
    Change vs previous 13F -25,333 shares

    <0.01% of the 13F portfolio, value $265,719.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 41,206 shares
    Change vs previous 13F +26,851 shares

    <0.01% of the 13F portfolio, value $622,626.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 14,355 shares
    Change vs previous 13F -17,744 shares

    <0.01% of the 13F portfolio, value $221,928.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 32,099 shares
    Change vs previous 13F +15,655 shares

    <0.01% of the 13F portfolio, value $465,115.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 16,444 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,687.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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