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Disclosery

SMART Wealth LLC: GS position timeline

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

SMART Wealth LLC held 218 GS 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 218 shares
    Change vs previous 13F -81 shares

    0.05% of the 13F portfolio, value $220,348.

    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 299 shares
    Change vs previous 13F -540 shares

    0.07% of the 13F portfolio, value $253,108.

    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 839 shares
    Change vs previous 13F -521 shares

    0.22% of the 13F portfolio, value $737,764.

    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 1,360 shares
    Change vs previous 13F +1,360 shares

    0.41% of the 13F portfolio, value $1,082,729.

    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 0 shares
    Change vs previous 13F -1,482 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,482 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $809,757.

    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).