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Disclosery

SMART Wealth LLC: IWX position timeline

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

SMART Wealth LLC held 8,932 IWX 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 8,932 shares
    Change vs previous 13F -27 shares

    0.2% of the 13F portfolio, value $939,313.

    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 8,959 shares
    Change vs previous 13F +223 shares

    0.24% of the 13F portfolio, value $830,241.

    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 8,736 shares
    Change vs previous 13F +439 shares

    0.24% of the 13F portfolio, value $802,475.

    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 8,297 shares
    Change vs previous 13F +1,568 shares

    0.28% of the 13F portfolio, value $729,101.

    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 6,729 shares
    Change vs previous 13F -35 shares

    0.18% of the 13F portfolio, value $566,542.

    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 6,764 shares
    Change vs previous 13F +273 shares

    0.2% of the 13F portfolio, value $555,897.

    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 6,491 shares
    Change vs previous 13F +2,065 shares

    0.18% of the 13F portfolio, value $512,984.

    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 4,426 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $359,701.

    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).