Skip to content
Disclosery

SMART Wealth LLC: MUB position timeline

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

SMART Wealth LLC held 31,597 MUB 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 31,597 shares
    Change vs previous 13F +9,438 shares

    0.73% of the 13F portfolio, value $3,400,508.

    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 22,159 shares
    Change vs previous 13F +1,231 shares

    0.69% of the 13F portfolio, value $2,352,125.

    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 20,928 shares
    Change vs previous 13F +2,691 shares

    0.68% of the 13F portfolio, value $2,241,635.

    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 18,237 shares
    Change vs previous 13F +1,120 shares

    0.73% of the 13F portfolio, value $1,942,023.

    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 17,117 shares
    Change vs previous 13F +1,044 shares

    0.56% of the 13F portfolio, value $1,788,418.

    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 16,073 shares
    Change vs previous 13F +1,480 shares

    0.61% of the 13F portfolio, value $1,694,715.

    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 14,593 shares
    Change vs previous 13F +4,297 shares

    0.55% of the 13F portfolio, value $1,554,884.

    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 10,296 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,118,454.

    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).