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Disclosery

TRUIST FINANCIAL CORP: SMMD position timeline

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

TRUIST FINANCIAL CORP held 353,440 SMMD 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 353,440 shares
    Change vs previous 13F +51,160 shares

    0.04% of the 13F portfolio, value $32,385,676.

    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 302,280 shares
    Change vs previous 13F +77,793 shares

    0.03% of the 13F portfolio, value $23,079,042.

    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 224,487 shares
    Change vs previous 13F +25,873 shares

    0.02% of the 13F portfolio, value $16,823,081.

    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 198,614 shares
    Change vs previous 13F +13,120 shares

    0.02% of the 13F portfolio, value $14,643,811.

    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 185,494 shares
    Change vs previous 13F -135,427 shares

    0.02% of the 13F portfolio, value $12,572,764.

    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 320,921 shares
    Change vs previous 13F -39,898 shares

    0.03% of the 13F portfolio, value $20,070,426.

    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 360,819 shares
    Change vs previous 13F +72,318 shares

    0.04% of the 13F portfolio, value $24,535,717.

    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 288,501 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $19,540,143.

    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).