SMART Wealth LLC: IDEV position timeline

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

SMART Wealth LLC held 2,495 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 2,495 shares
Change vs previous 13F -904 shares
0.05% of the 13F portfolio, value $222,108.
13F-HR 0001214659-26-009678 filed by SMART Wealth LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,399 shares
Change vs previous 13F +532 shares
0.08% of the 13F portfolio, value $284,043.
13F-HR 0001214659-26-004993 filed by SMART Wealth LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,867 shares
Change vs previous 13F +261 shares
0.07% of the 13F portfolio, value $236,497.
13F-HR 0001214659-26-000820 filed by SMART Wealth LLC
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,606 shares
Change vs previous 13F -970 shares
0.08% of the 13F portfolio, value $208,886.
13F-HR 0001214659-25-016070 filed by SMART Wealth LLC
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,576 shares
Change vs previous 13F -8 shares
0.09% of the 13F portfolio, value $271,884.
13F-HR 0001214659-25-011937 filed by SMART Wealth LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,584 shares
Change vs previous 13F +240 shares
0.09% of the 13F portfolio, value $246,902.
13F-HR 0001214659-25-006525 filed by SMART Wealth LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,344 shares
Change vs previous 13F +34 shares
0.08% of the 13F portfolio, value $215,588.
13F-HR 0001214659-25-001425 filed by SMART Wealth LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,310 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $234,447.
13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
Filed 2024-12-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).