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Disclosery

Pathstone Holdings, LLC: SMFG position timeline

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

Pathstone Holdings, LLC held 597,092 SMFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 597,092 shares
    Change vs previous 13F +6,438 shares

    0.04% of the 13F portfolio, value $14,084,099.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 590,654 shares
    Change vs previous 13F +6,329 shares

    0.05% of the 13F portfolio, value $11,665,412.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 584,325 shares
    Change vs previous 13F +46,491 shares

    0.04% of the 13F portfolio, value $11,294,999.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 537,834 shares
    Change vs previous 13F +65,588 shares

    0.03% of the 13F portfolio, value $9,003,345.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 472,246 shares
    Change vs previous 13F -1,208 shares

    0.03% of the 13F portfolio, value $7,135,631.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 473,454 shares
    Change vs previous 13F -3,570 shares

    0.03% of the 13F portfolio, value $7,320,974.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 477,024 shares
    Change vs previous 13F +8,717 shares

    0.03% of the 13F portfolio, value $6,913,538.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 468,307 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,914,712.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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