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Disclosery

SMART Wealth LLC: DAPR position timeline

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

SMART Wealth LLC held 43,392 DAPR 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 43,392 shares
    Change vs previous 13F +7,763 shares

    0.38% of the 13F portfolio, value $1,773,865.

    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 35,629 shares
    Change vs previous 13F +3,481 shares

    0.41% of the 13F portfolio, value $1,416,766.

    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 32,148 shares
    Change vs previous 13F -2,036 shares

    0.39% of the 13F portfolio, value $1,264,895.

    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 34,184 shares
    Change vs previous 13F -1,953 shares

    0.5% of the 13F portfolio, value $1,320,716.

    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 36,137 shares
    Change vs previous 13F -1,097 shares

    0.43% of the 13F portfolio, value $1,362,589.

    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).

  6. period ended2025-03-31
    13F 37,234 shares
    Change vs previous 13F -9,735 shares

    0.5% of the 13F portfolio, value $1,386,037.

    13F-HR 0001214659-25-006525 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).

  7. period ended2024-12-31
    13F 46,969 shares
    Change vs previous 13F +27,724 shares

    0.62% of the 13F portfolio, value $1,747,684.

    13F-HR 0001214659-25-001425 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).

  8. period ended2024-09-30
    13F 19,245 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $702,058.

    13F-HR 0001214659-24-020525 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).