Skip to content
Disclosery

PURSUE WEALTH PARTNERS LLC: SMOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PURSUE WEALTH PARTNERS LLC on SMOT, newest first. How the timeline and the estimate are built.

PURSUE WEALTH PARTNERS LLC held 31,661 SMOT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,661 shares
    Change vs previous 13F -13,600 shares

    0.69% of the 13F portfolio, value $1,230,346.

    13F-HR 0001951757-26-001186 filed by PURSUE WEALTH PARTNERS 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 45,261 shares
    Change vs previous 13F +660 shares

    0.95% of the 13F portfolio, value $1,593,000.

    13F-HR 0001951757-26-000531 filed by PURSUE WEALTH PARTNERS 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 44,601 shares
    Change vs previous 13F +21,579 shares

    0.78% of the 13F portfolio, value $1,615,000.

    13F-HR 0001951757-26-000292 filed by PURSUE WEALTH PARTNERS 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 23,022 shares
    Change vs previous 13F -4,199 shares

    0.46% of the 13F portfolio, value $830,634.

    13F-HR 0001951757-25-001324 filed by PURSUE WEALTH PARTNERS 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 27,221 shares
    Change vs previous 13F -20,000 shares

    0.54% of the 13F portfolio, value $947,291.

    13F-HR 0001951757-25-001077 filed by PURSUE WEALTH PARTNERS 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 47,221 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,548,377.

    13F-HR 0001951757-25-000420 filed by PURSUE WEALTH PARTNERS 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 47,221 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,627,708.

    13F-HR 0001951757-25-000203 filed by PURSUE WEALTH PARTNERS LLC
    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 47,221 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,654,152.

    13F-HR 0001951757-24-001138 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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