Skip to content
Disclosery

SMART Wealth LLC: EALT position timeline

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

SMART Wealth LLC held 167,620 EALT 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 167,620 shares
    Change vs previous 13F -20,091 shares

    1.3% of the 13F portfolio, value $6,010,852.

    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 187,711 shares
    Change vs previous 13F -4,122 shares

    1.85% of the 13F portfolio, value $6,305,212.

    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 191,833 shares
    Change vs previous 13F -19,323 shares

    2.06% of the 13F portfolio, value $6,769,786.

    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 211,156 shares
    Change vs previous 13F -27,924 shares

    2.75% of the 13F portfolio, value $7,295,426.

    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 239,080 shares
    Change vs previous 13F -177,190 shares

    2.44% of the 13F portfolio, value $7,789,226.

    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 416,270 shares
    Change vs previous 13F -14,064 shares

    4.59% of the 13F portfolio, value $12,797,930.

    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 430,334 shares
    Change vs previous 13F -121,188 shares

    4.94% of the 13F portfolio, value $13,875,647.

    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 551,522 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $17,462,069.

    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).