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Disclosery

SMART Wealth LLC: GFEB position timeline

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

SMART Wealth LLC held 35,005 GFEB 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 35,005 shares
    Change vs previous 13F -22,673 shares

    0.33% of the 13F portfolio, value $1,541,242.

    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 57,678 shares
    Change vs previous 13F -6,387 shares

    0.69% of the 13F portfolio, value $2,369,989.

    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 64,065 shares
    Change vs previous 13F -6,831 shares

    0.81% of the 13F portfolio, value $2,660,619.

    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 70,896 shares
    Change vs previous 13F -12,990 shares

    1.08% of the 13F portfolio, value $2,876,262.

    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 83,886 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,270,715.

    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).