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Disclosery

SMART Wealth LLC: FJUL position timeline

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

SMART Wealth LLC held 80,703 FJUL 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 80,703 shares
    Change vs previous 13F -18,655 shares

    1.04% of the 13F portfolio, value $4,805,057.

    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 99,358 shares
    Change vs previous 13F -4,599 shares

    1.59% of the 13F portfolio, value $5,436,870.

    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 103,957 shares
    Change vs previous 13F -11,196 shares

    1.77% of the 13F portfolio, value $5,812,839.

    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 115,153 shares
    Change vs previous 13F -17,834 shares

    2.38% of the 13F portfolio, value $6,302,327.

    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 132,987 shares
    Change vs previous 13F +4,068 shares

    2.16% of the 13F portfolio, value $6,880,681.

    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 128,919 shares
    Change vs previous 13F -1,027 shares

    2.2% of the 13F portfolio, value $6,140,915.

    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 129,946 shares
    Change vs previous 13F -18,389 shares

    2.26% of the 13F portfolio, value $6,363,133.

    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 148,335 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $7,136,397.

    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).