Skip to content
Disclosery

SMART Wealth LLC: JEPQ position timeline

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

SMART Wealth LLC held 6,152 JEPQ 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 6,152 shares
    Change vs previous 13F +1,320 shares

    0.08% of the 13F portfolio, value $378,103.

    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 4,832 shares
    Change vs previous 13F +62 shares

    0.08% of the 13F portfolio, value $268,284.

    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 4,770 shares
    Change vs previous 13F -93 shares

    0.08% of the 13F portfolio, value $277,230.

    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 4,863 shares
    Change vs previous 13F +523 shares

    0.11% of the 13F portfolio, value $279,720.

    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 4,340 shares
    Change vs previous 13F +245 shares

    0.07% of the 13F portfolio, value $236,113.

    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 4,095 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $212,051.

    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).