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Disclosery

SMART Wealth LLC: DIV position timeline

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

SMART Wealth LLC held 161,278 DIV 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 161,278 shares
    Change vs previous 13F -15,944 shares

    0.66% of the 13F portfolio, value $3,072,350.

    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 177,222 shares
    Change vs previous 13F -13,410 shares

    0.98% of the 13F portfolio, value $3,349,495.

    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 190,632 shares
    Change vs previous 13F +552 shares

    1.01% of the 13F portfolio, value $3,301,741.

    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 190,080 shares
    Change vs previous 13F +26,805 shares

    1.27% of the 13F portfolio, value $3,362,510.

    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 163,275 shares
    Change vs previous 13F +24,717 shares

    0.9% of the 13F portfolio, value $2,870,372.

    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 138,558 shares
    Change vs previous 13F +5,899 shares

    0.94% of the 13F portfolio, value $2,610,430.

    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 132,659 shares
    Change vs previous 13F +8,831 shares

    0.85% of the 13F portfolio, value $2,391,956.

    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 123,828 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,314,347.

    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).