Skip to content
Disclosery

SMART Wealth LLC: NLR position timeline

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

SMART Wealth LLC held 19,244 NLR 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 19,244 shares
    Change vs previous 13F -2,363 shares

    0.48% of the 13F portfolio, value $2,231,917.

    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 21,607 shares
    Change vs previous 13F +1,966 shares

    0.84% of the 13F portfolio, value $2,877,893.

    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 19,641 shares
    Change vs previous 13F -1,292 shares

    0.74% of the 13F portfolio, value $2,439,406.

    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 20,933 shares
    Change vs previous 13F +183 shares

    1.07% of the 13F portfolio, value $2,839,583.

    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 20,750 shares
    Change vs previous 13F +3,084 shares

    0.72% of the 13F portfolio, value $2,307,035.

    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 17,666 shares
    Change vs previous 13F +1,335 shares

    0.46% of the 13F portfolio, value $1,294,421.

    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 16,331 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,328,400.

    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).