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Disclosery

SMART Wealth LLC: FGD position timeline

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

SMART Wealth LLC held 99,371 FGD 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 99,371 shares
    Change vs previous 13F -12,754 shares

    0.69% of the 13F portfolio, value $3,178,893.

    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 112,125 shares
    Change vs previous 13F -11,786 shares

    1.05% of the 13F portfolio, value $3,580,158.

    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 123,911 shares
    Change vs previous 13F -7,250 shares

    1.14% of the 13F portfolio, value $3,750,778.

    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 131,161 shares
    Change vs previous 13F +8,044 shares

    1.42% of the 13F portfolio, value $3,770,883.

    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 123,117 shares
    Change vs previous 13F +14,004 shares

    1.06% of the 13F portfolio, value $3,390,652.

    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 109,113 shares
    Change vs previous 13F +5,051 shares

    0.95% of the 13F portfolio, value $2,640,524.

    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 104,062 shares
    Change vs previous 13F +9,617 shares

    0.82% of the 13F portfolio, value $2,314,328.

    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 94,445 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,299,821.

    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).