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Sumitomo Mitsui Trust Group, Inc.: FDUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on FDUS, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 230,108 FDUS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,108 shares
    Change vs previous 13F +16,723 shares

    <0.01% of the 13F portfolio, value $4,388,160.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 213,385 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,717,167.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
    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 213,385 shares
    Change vs previous 13F +4,144 shares

    <0.01% of the 13F portfolio, value $4,118,331.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    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 209,241 shares
    Change vs previous 13F +56,778 shares

    <0.01% of the 13F portfolio, value $4,239,223.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    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 152,463 shares
    Change vs previous 13F +61,977 shares

    <0.01% of the 13F portfolio, value $3,079,753.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    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 90,486 shares
    Change vs previous 13F +9,166 shares

    <0.01% of the 13F portfolio, value $1,845,010.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
    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 81,320 shares
    Change vs previous 13F +10,312 shares

    <0.01% of the 13F portfolio, value $1,709,346.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    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 71,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,391,757.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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