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Disclosery

SMART Wealth LLC: FAPR position timeline

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

SMART Wealth LLC held 50,916 FAPR 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 50,916 shares
    Change vs previous 13F +9,244 shares

    0.51% of the 13F portfolio, value $2,379,814.

    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 41,672 shares
    Change vs previous 13F +3,518 shares

    0.55% of the 13F portfolio, value $1,871,310.

    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 38,154 shares
    Change vs previous 13F -2,438 shares

    0.52% of the 13F portfolio, value $1,694,801.

    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 40,592 shares
    Change vs previous 13F -1,623 shares

    0.67% of the 13F portfolio, value $1,765,914.

    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 42,215 shares
    Change vs previous 13F -738 shares

    0.56% of the 13F portfolio, value $1,781,051.

    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 42,953 shares
    Change vs previous 13F +4,443 shares

    0.63% of the 13F portfolio, value $1,756,348.

    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 38,510 shares
    Change vs previous 13F +23,137 shares

    0.57% of the 13F portfolio, value $1,590,078.

    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 15,373 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $621,530.

    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).