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Smart Money Group LLC: USFR position timeline

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

Smart Money Group LLC held 52,340 USFR 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 52,340 shares
    Change vs previous 13F -4,392 shares

    0.68% of the 13F portfolio, value $2,635,316.

    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 56,732 shares
    Change vs previous 13F -6,917 shares

    0.83% of the 13F portfolio, value $2,855,894.

    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 63,649 shares
    Change vs previous 13F -5,673 shares

    0.93% of the 13F portfolio, value $3,202,818.

    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 69,322 shares
    Change vs previous 13F +4,042 shares

    1.03% of the 13F portfolio, value $3,484,796.

    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 65,280 shares
    Change vs previous 13F -29,535 shares

    1.03% of the 13F portfolio, value $3,284,249.

    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 94,815 shares
    Change vs previous 13F +10,730 shares

    1.62% of the 13F portfolio, value $4,772,020.

    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 84,085 shares
    Change vs previous 13F +8,961 shares

    1.46% of the 13F portfolio, value $4,231,160.

    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 75,124 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,775,713.

    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).