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Disclosery

SMART Wealth LLC: FIAX position timeline

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

SMART Wealth LLC held 132,287 FIAX 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 132,287 shares
    Change vs previous 13F -7,269 shares

    0.5% of the 13F portfolio, value $2,328,511.

    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 139,556 shares
    Change vs previous 13F -434,585 shares

    0.71% of the 13F portfolio, value $2,435,110.

    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 574,141 shares
    Change vs previous 13F +3,606 shares

    3.15% of the 13F portfolio, value $10,316,804.

    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 570,535 shares
    Change vs previous 13F +103,061 shares

    3.88% of the 13F portfolio, value $10,286,568.

    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 467,474 shares
    Change vs previous 13F +63,128 shares

    2.68% of the 13F portfolio, value $8,531,128.

    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 404,346 shares
    Change vs previous 13F +9,129 shares

    2.67% of the 13F portfolio, value $7,464,233.

    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 395,217 shares
    Change vs previous 13F -37,285 shares

    2.68% of the 13F portfolio, value $7,520,976.

    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 432,502 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $8,455,406.

    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).