Skip to content
Disclosery

SMART Wealth LLC: FOCT position timeline

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

SMART Wealth LLC held 46,405 FOCT 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 46,405 shares
    Change vs previous 13F +7,703 shares

    0.52% of the 13F portfolio, value $2,426,517.

    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 38,702 shares
    Change vs previous 13F +3,119 shares

    0.54% of the 13F portfolio, value $1,845,311.

    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 35,583 shares
    Change vs previous 13F -3,099 shares

    0.53% of the 13F portfolio, value $1,743,211.

    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 38,682 shares
    Change vs previous 13F -1,875 shares

    0.69% of the 13F portfolio, value $1,837,782.

    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 40,557 shares
    Change vs previous 13F -840 shares

    0.57% of the 13F portfolio, value $1,815,737.

    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 41,397 shares
    Change vs previous 13F +4,535 shares

    0.62% of the 13F portfolio, value $1,717,976.

    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 36,862 shares
    Change vs previous 13F +22,316 shares

    0.56% of the 13F portfolio, value $1,571,427.

    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 14,546 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $614,642.

    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).