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DIVERSIFY WEALTH MANAGEMENT, LLC → SMFNF
DIVERSIFY WEALTH MANAGEMENT, LLC SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.5M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 122.4K | — | — |
| Q2 2026 | $3.1M | 116.4K | — | — |
| Q1 2026 | $2.5M | 119.2K | — | — |
| Q4 2025 | $1.8M | 85.8K | — | — |
| Q3 2025 | $1.3M | 82.2K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M