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Disclosery

SMART Wealth LLC: IJH position timeline

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

SMART Wealth LLC held 9,043 IJH 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 9,043 shares
    Change vs previous 13F +4,996 shares

    0.15% of the 13F portfolio, value $697,310.

    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 4,047 shares
    Change vs previous 13F +609 shares

    0.08% of the 13F portfolio, value $273,270.

    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 3,438 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $226,892.

    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 3,377 shares
    Change vs previous 13F -379 shares

    0.08% of the 13F portfolio, value $220,369.

    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 3,756 shares
    Change vs previous 13F +150 shares

    0.07% of the 13F portfolio, value $232,956.

    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 3,606 shares
    Change vs previous 13F -310 shares

    0.08% of the 13F portfolio, value $210,383.

    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 3,916 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $244,025.

    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).