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Disclosery

SMART Wealth LLC: ALLW position timeline

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

SMART Wealth LLC held 216,960 ALLW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,960 shares
    Change vs previous 13F +108,562 shares

    1.37% of the 13F portfolio, value $6,350,432.

    13F-HR 0001214659-26-009678 filed by SMART Wealth 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 108,398 shares
    Change vs previous 13F +11,540 shares

    0.92% of the 13F portfolio, value $3,127,280.

    13F-HR 0001214659-26-004993 filed by SMART Wealth 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 96,858 shares
    Change vs previous 13F +18,455 shares

    0.81% of the 13F portfolio, value $2,662,628.

    13F-HR 0001214659-26-000820 filed by SMART Wealth 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 78,403 shares
    Change vs previous 13F -95,666 shares

    0.82% of the 13F portfolio, value $2,185,885.

    13F-HR 0001214659-25-016070 filed by SMART Wealth 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 174,069 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $4,537,979.

    13F-HR 0001214659-25-011937 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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