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Disclosery

SMART Wealth LLC: HWM position timeline

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

SMART Wealth LLC held 4,013 HWM 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 4,013 shares
    Change vs previous 13F +3,117 shares

    0.23% of the 13F portfolio, value $1,078,859.

    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 896 shares
    Change vs previous 13F -146 shares

    0.06% of the 13F portfolio, value $206,414.

    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 1,042 shares
    Change vs previous 13F -188 shares

    0.07% of the 13F portfolio, value $213,727.

    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 1,230 shares
    Change vs previous 13F -548 shares

    0.09% of the 13F portfolio, value $241,386.

    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 1,778 shares
    Change vs previous 13F -230 shares

    0.1% of the 13F portfolio, value $330,944.

    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 2,008 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $260,444.

    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).