Skip to content
Disclosery

Smart Money Group LLC: MUNI position timeline

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

Smart Money Group LLC held 60,895 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,895 shares
    Change vs previous 13F +3,623 shares

    0.82% of the 13F portfolio, value $3,203,075.

    13F-HR 0001728866-26-000005 filed by Smart Money 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 57,272 shares
    Change vs previous 13F +13,055 shares

    0.87% of the 13F portfolio, value $2,989,043.

    13F-HR 0001728866-26-000004 filed by Smart Money 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 44,217 shares
    Change vs previous 13F +5,174 shares

    0.68% of the 13F portfolio, value $2,317,419.

    13F-HR 0001728866-26-000001 filed by Smart Money 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 39,043 shares
    Change vs previous 13F +181 shares

    0.6% of the 13F portfolio, value $2,041,150.

    13F-HR 0001728866-25-000004 filed by Smart Money 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 38,862 shares
    Change vs previous 13F -50,480 shares

    0.63% of the 13F portfolio, value $1,995,965.

    13F-HR 0001765380-25-000302 filed by Smart Money 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/A 89,342 shares
    Change vs previous 13F +4,665 shares

    1.57% of the 13F portfolio, value $4,605,602.

    13F-HR/A 0001765380-25-000217 filed by Smart Money 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 84,677 shares
    Change vs previous 13F -14,956 shares

    1.51% of the 13F portfolio, value $4,380,351.

    13F-HR 0001728866-25-000001 filed by Smart Money Group 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 99,633 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,189,863.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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