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Disclosery

TRUIST FINANCIAL CORP: SMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on SMG, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 6,805 SMG 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 6,805 shares
    Change vs previous 13F -2,001 shares

    <0.01% of the 13F portfolio, value $463,520.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 8,806 shares
    Change vs previous 13F +3,677 shares

    <0.01% of the 13F portfolio, value $535,523.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 5,129 shares
    Change vs previous 13F -4,348 shares

    <0.01% of the 13F portfolio, value $299,283.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 9,477 shares
    Change vs previous 13F -1,034 shares

    <0.01% of the 13F portfolio, value $539,738.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 10,511 shares
    Change vs previous 13F -47,701 shares

    <0.01% of the 13F portfolio, value $693,287.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 58,212 shares
    Change vs previous 13F -747 shares

    0.01% of the 13F portfolio, value $3,195,243.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 58,959 shares
    Change vs previous 13F -1,229 shares

    0.01% of the 13F portfolio, value $3,911,318.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 60,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,218,329.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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