Smart Money Group LLC: OUNZ position timeline

Smart Money Group LLC held 245,920 OUNZ 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 245,920 shares

   Change vs previous 13F +7,015 shares

   2.44% of the 13F portfolio, value $9,490,053.

   13F-HR 0001728866-26-000005 filed by Smart Money Group LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 238,905 shares

   Change vs previous 13F +4,443 shares

   3.13% of the 13F portfolio, value $10,762,670.

   13F-HR 0001728866-26-000004 filed by Smart Money Group LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 234,462 shares

   Change vs previous 13F +15,436 shares

   2.84% of the 13F portfolio, value $9,725,484.

   13F-HR 0001728866-26-000001 filed by Smart Money Group LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 219,026 shares

   Change vs previous 13F +5,592 shares

   2.41% of the 13F portfolio, value $8,145,577.

   13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 213,434 shares

   Change vs previous 13F +6,110 shares

   2.13% of the 13F portfolio, value $6,806,410.

   13F-HR 0001765380-25-000302 filed by Smart Money Group LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 207,324 shares

   Change vs previous 13F +54,308 shares

   2.12% of the 13F portfolio, value $6,248,745.

   13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 153,016 shares

   Change vs previous 13F +20,003 shares

   1.34% of the 13F portfolio, value $3,871,305.

   13F-HR 0001728866-25-000001 filed by Smart Money Group LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 133,013 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $3,524,844.

   13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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