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Disclosery

Crown Wealth Group, LLC: SMAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on SMAX, newest first. How the timeline and the estimate are built.

Crown Wealth Group, LLC held 16,701 SMAX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,701 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $465,373.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
    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 16,751 shares
    Change vs previous 13F -13,342 shares

    0.13% of the 13F portfolio, value $449,297.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
    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 30,093 shares
    Change vs previous 13F +290 shares

    0.23% of the 13F portfolio, value $811,169.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    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 29,803 shares
    Change vs previous 13F +12,050 shares

    0.24% of the 13F portfolio, value $798,124.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
    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 17,753 shares
    Change vs previous 13F -4,939 shares

    0.17% of the 13F portfolio, value $462,288.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, LLC
    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 22,692 shares
    Change vs previous 13F -62,296 shares

    0.29% of the 13F portfolio, value $568,208.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
    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 84,988 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,141,621.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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