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Disclosery

SMART Wealth LLC: IVW position timeline

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

SMART Wealth LLC held 25,649 IVW 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 25,649 shares
    Change vs previous 13F +15,187 shares

    0.76% of the 13F portfolio, value $3,527,523.

    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 10,462 shares
    Change vs previous 13F +5,121 shares

    0.35% of the 13F portfolio, value $1,183,386.

    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 5,341 shares
    Change vs previous 13F +1,726 shares

    0.2% of the 13F portfolio, value $658,292.

    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 3,615 shares
    Change vs previous 13F +333 shares

    0.16% of the 13F portfolio, value $436,399.

    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 3,282 shares
    Change vs previous 13F +710 shares

    0.11% of the 13F portfolio, value $361,395.

    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 2,572 shares
    Change vs previous 13F +403 shares

    0.09% of the 13F portfolio, value $238,787.

    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 2,169 shares
    Change vs previous 13F -240 shares

    0.08% of the 13F portfolio, value $220,219.

    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).

  8. period ended2024-09-30
    13F 2,409 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $230,662.

    13F-HR 0001214659-24-020525 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).