SMART Wealth LLC: JANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMART Wealth LLC on JANW, newest first. How the timeline and the estimate are built.
SMART Wealth LLC held 18,885 JANW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 18,885 sharesChange vs previous 13F -5,142 shares
0.16% of the 13F portfolio, value $730,375.
13F-HR 0001214659-26-009678 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,027 sharesChange vs previous 13F +6,218 shares
0.26% of the 13F portfolio, value $876,505.
13F-HR 0001214659-26-004993 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,809 sharesChange vs previous 13F +17,809 shares
0.2% of the 13F portfolio, value $659,111.
13F-HR 0001214659-26-000820 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -56,252 shares
13F-HR 0001214659-25-016070 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 56,252 sharesChange vs previous 13F +2,482 shares
0.62% of the 13F portfolio, value $1,965,107.
13F-HR 0001214659-25-011937 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 53,770 sharesChange vs previous 13F -5,815 shares
0.64% of the 13F portfolio, value $1,785,702.
13F-HR 0001214659-25-006525 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,585 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $2,003,844.
13F-HR 0001214659-25-001425 filed by SMART Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).