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Disclosery

Smart Portfolios, LLC: IWM position timeline

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

Smart Portfolios, LLC held 1,500 IWM shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,500 shares
    Change vs previous 13F +13 shares

    0.37% of the 13F portfolio, value $371,938.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,487 shares
    Change vs previous 13F +99 shares

    0.36% of the 13F portfolio, value $366,023.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,388 shares
    Change vs previous 13F +50 shares

    0.32% of the 13F portfolio, value $335,728.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,338 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $288,671.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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