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Disclosery

SMART Wealth LLC: GLD position timeline

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

SMART Wealth LLC held 11,746 GLD 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 11,746 shares
    Change vs previous 13F +982 shares

    0.93% of the 13F portfolio, value $4,326,866.

    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 10,764 shares
    Change vs previous 13F +57 shares

    1.36% of the 13F portfolio, value $4,631,495.

    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 10,707 shares
    Change vs previous 13F +60 shares

    1.29% of the 13F portfolio, value $4,243,156.

    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 10,647 shares
    Change vs previous 13F +53 shares

    1.43% of the 13F portfolio, value $3,784,604.

    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 10,594 shares
    Change vs previous 13F +1,839 shares

    1.01% of the 13F portfolio, value $3,229,369.

    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 8,755 shares
    Change vs previous 13F -570 shares

    0.9% of the 13F portfolio, value $2,522,666.

    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 9,325 shares
    Change vs previous 13F -814 shares

    0.8% of the 13F portfolio, value $2,257,862.

    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 10,139 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,464,385.

    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).