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Disclosery

SMART Wealth LLC: IEMG position timeline

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

SMART Wealth LLC held 56,698 IEMG 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 56,698 shares
    Change vs previous 13F +34,291 shares

    1.01% of the 13F portfolio, value $4,696,886.

    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 22,407 shares
    Change vs previous 13F +9,258 shares

    0.46% of the 13F portfolio, value $1,562,885.

    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 13,149 shares
    Change vs previous 13F +665 shares

    0.27% of the 13F portfolio, value $883,905.

    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 12,484 shares
    Change vs previous 13F +5,405 shares

    0.31% of the 13F portfolio, value $822,916.

    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 7,079 shares
    Change vs previous 13F +1,050 shares

    0.13% of the 13F portfolio, value $424,926.

    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 6,029 shares
    Change vs previous 13F +554 shares

    0.12% of the 13F portfolio, value $325,385.

    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 5,475 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $285,905.

    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).