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Disclosery

SMART Wealth LLC: FTLS position timeline

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

SMART Wealth LLC held 29,117 FTLS 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 29,117 shares
    Change vs previous 13F -5,638 shares

    0.46% of the 13F portfolio, value $2,148,832.

    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 34,755 shares
    Change vs previous 13F +5,285 shares

    0.72% of the 13F portfolio, value $2,445,344.

    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 29,470 shares
    Change vs previous 13F +5,407 shares

    0.64% of the 13F portfolio, value $2,092,109.

    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 24,063 shares
    Change vs previous 13F +3,696 shares

    0.63% of the 13F portfolio, value $1,683,240.

    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 20,367 shares
    Change vs previous 13F +1,458 shares

    0.42% of the 13F portfolio, value $1,349,918.

    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 18,909 shares
    Change vs previous 13F +285 shares

    0.43% of the 13F portfolio, value $1,211,684.

    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 18,624 shares
    Change vs previous 13F -833 shares

    0.44% of the 13F portfolio, value $1,225,674.

    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 19,457 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,234,936.

    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).