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Disclosery

SMART Wealth LLC: EFV position timeline

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

SMART Wealth LLC held 40,479 EFV 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 40,479 shares
    Change vs previous 13F +22,232 shares

    0.67% of the 13F portfolio, value $3,098,661.

    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 18,247 shares
    Change vs previous 13F +6,358 shares

    0.4% of the 13F portfolio, value $1,356,642.

    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 11,889 shares
    Change vs previous 13F +2,938 shares

    0.26% of the 13F portfolio, value $848,977.

    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 8,951 shares
    Change vs previous 13F +1,575 shares

    0.23% of the 13F portfolio, value $607,160.

    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 7,376 shares
    Change vs previous 13F +739 shares

    0.15% of the 13F portfolio, value $468,241.

    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 6,637 shares
    Change vs previous 13F +1,299 shares

    0.14% of the 13F portfolio, value $391,185.

    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 5,338 shares
    Change vs previous 13F +1,616 shares

    0.1% of the 13F portfolio, value $280,085.

    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 3,722 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $214,127.

    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).