Skip to content
Disclosery

SMART Wealth LLC: DJAN position timeline

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

SMART Wealth LLC held 90,896 DJAN 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 90,896 shares
    Change vs previous 13F -26,038 shares

    0.89% of the 13F portfolio, value $4,137,947.

    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 116,934 shares
    Change vs previous 13F -6,089 shares

    1.46% of the 13F portfolio, value $4,973,183.

    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 123,023 shares
    Change vs previous 13F -13,088 shares

    1.63% of the 13F portfolio, value $5,341,026.

    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 136,111 shares
    Change vs previous 13F -21,226 shares

    2.16% of the 13F portfolio, value $5,736,385.

    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 157,337 shares
    Change vs previous 13F +1,088 shares

    1.99% of the 13F portfolio, value $6,346,392.

    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 156,249 shares
    Change vs previous 13F -15,848 shares

    2.13% of the 13F portfolio, value $5,932,775.

    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 172,097 shares
    Change vs previous 13F -28,561 shares

    2.39% of the 13F portfolio, value $6,725,567.

    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 200,658 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $7,660,019.

    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).