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Disclosery

SMART Wealth LLC: FJAN position timeline

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

SMART Wealth LLC held 87,156 FJAN 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 87,156 shares
    Change vs previous 13F -20,441 shares

    1.03% of the 13F portfolio, value $4,801,434.

    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 107,597 shares
    Change vs previous 13F -4,965 shares

    1.59% of the 13F portfolio, value $5,423,974.

    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 112,562 shares
    Change vs previous 13F -12,061 shares

    1.78% of the 13F portfolio, value $5,825,093.

    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 124,623 shares
    Change vs previous 13F -18,525 shares

    2.36% of the 13F portfolio, value $6,250,447.

    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 143,148 shares
    Change vs previous 13F +3,761 shares

    2.13% of the 13F portfolio, value $6,806,687.

    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 139,387 shares
    Change vs previous 13F -3,507 shares

    2.22% of the 13F portfolio, value $6,181,813.

    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 142,894 shares
    Change vs previous 13F -23,065 shares

    2.33% of the 13F portfolio, value $6,558,863.

    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 165,959 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $7,421,686.

    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).