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Disclosery

SMART Wealth LLC: EFG position timeline

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

SMART Wealth LLC held 21,547 EFG 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 21,547 shares
    Change vs previous 13F +11,694 shares

    0.58% of the 13F portfolio, value $2,680,857.

    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 9,853 shares
    Change vs previous 13F +3,734 shares

    0.32% of the 13F portfolio, value $1,097,383.

    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 6,119 shares
    Change vs previous 13F +1,206 shares

    0.21% of the 13F portfolio, value $697,063.

    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 4,913 shares
    Change vs previous 13F +848 shares

    0.21% of the 13F portfolio, value $559,492.

    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 4,065 shares
    Change vs previous 13F +762 shares

    0.14% of the 13F portfolio, value $455,280.

    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 3,303 shares
    Change vs previous 13F +425 shares

    0.12% of the 13F portfolio, value $330,300.

    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 2,878 shares
    Change vs previous 13F +760 shares

    0.1% of the 13F portfolio, value $278,677.

    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 2,118 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $228,003.

    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).