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Smart Portfolios, LLC: OAKM position timeline

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

Smart Portfolios, LLC held 46,061 OAKM 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 46,061 shares
    Change vs previous 13F +7,760 shares

    1.27% of the 13F portfolio, value $1,269,672.

    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 38,301 shares
    Change vs previous 13F +28,231 shares

    1.08% of the 13F portfolio, value $1,086,216.

    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 10,070 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $269,675.

    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).