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Disclosery

SMART Wealth LLC: DJUL position timeline

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

SMART Wealth LLC held 36,052 DJUL 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 36,052 shares
    Change vs previous 13F +5,902 shares

    0.39% of the 13F portfolio, value $1,807,828.

    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 30,150 shares
    Change vs previous 13F +2,739 shares

    0.41% of the 13F portfolio, value $1,409,211.

    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 27,411 shares
    Change vs previous 13F -2,415 shares

    0.4% of the 13F portfolio, value $1,303,941.

    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 29,826 shares
    Change vs previous 13F -2,153 shares

    0.53% of the 13F portfolio, value $1,392,726.

    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 31,979 shares
    Change vs previous 13F -1,100 shares

    0.45% of the 13F portfolio, value $1,420,581.

    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 33,079 shares
    Change vs previous 13F -8,350 shares

    0.48% of the 13F portfolio, value $1,352,954.

    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 41,429 shares
    Change vs previous 13F +24,516 shares

    0.62% of the 13F portfolio, value $1,739,206.

    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 16,913 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $700,367.

    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).