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SUMITOMO MITSUI FINANCIAL GROUP, INC.: CHTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMITOMO MITSUI FINANCIAL GROUP, INC. on CHTR, newest first. How the timeline and the estimate are built.

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 11,464 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,464 shares
    Change vs previous 13F -700 shares

    0.01% of the 13F portfolio, value $1,630,295.

    13F-HR 0001193125-26-311231 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 0 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 11,464 shares

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

  2. period ended2026-03-31
    13F 12,164 shares
    Change vs previous 13F +946 shares

    0.02% of the 13F portfolio, value $2,625,964.

    13F-HR 0001193125-26-174894 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 700 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 11,464 shares

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

  3. period ended2025-12-31
    13F 11,218 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $2,341,758.

    13F-HR 0001193125-26-034373 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 11,232 shares
    Change vs previous 13F -2,797 shares

    0.03% of the 13F portfolio, value $3,089,979.

    13F-HR 0001193125-25-249288 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 0 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 11,232 shares

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

  5. period ended2025-06-30
    13F 14,029 shares
    Change vs previous 13F +652 shares

    0.03% of the 13F portfolio, value $5,730,884.

    13F-HR 0000950123-25-006259 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 550 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 13,479 shares

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

  6. period ended2025-03-31
    13F 13,377 shares
    Change vs previous 13F +187 shares

    0.05% of the 13F portfolio, value $4,929,826.

    13F-HR 0000950123-25-003781 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 13,190 shares
    Change vs previous 13F +1,204 shares

    0.05% of the 13F portfolio, value $4,521,136.

    13F-HR 0000950123-25-000621 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 11,986 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,884,423.

    13F-HR 0000950123-24-009729 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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