Skip to content
Disclosery

SMART Wealth LLC: IVE position timeline

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

SMART Wealth LLC held 10,087 IVE 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 10,087 shares
    Change vs previous 13F +6,128 shares

    0.49% of the 13F portfolio, value $2,290,261.

    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 3,959 shares
    Change vs previous 13F +1,997 shares

    0.24% of the 13F portfolio, value $835,850.

    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 1,962 shares
    Change vs previous 13F +689 shares

    0.13% of the 13F portfolio, value $416,133.

    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 1,273 shares
    Change vs previous 13F +44 shares

    0.1% of the 13F portfolio, value $262,963.

    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 1,229 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $240,194.

    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).