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Disclosery

SMART Wealth LLC: ONEZ position timeline

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

SMART Wealth LLC held 195,065 ONEZ 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 195,065 shares
    Change vs previous 13F +72,392 shares

    1.16% of the 13F portfolio, value $5,381,842.

    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 122,673 shares
    Change vs previous 13F -7,800 shares

    0.9% of the 13F portfolio, value $3,071,302.

    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 130,473 shares
    Change vs previous 13F +19,555 shares

    1.03% of the 13F portfolio, value $3,388,385.

    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 110,918 shares
    Change vs previous 13F +40,682 shares

    1.11% of the 13F portfolio, value $2,940,436.

    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 70,236 shares
    Change vs previous 13F +17,260 shares

    0.56% of the 13F portfolio, value $1,774,730.

    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 52,976 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,255,086.

    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).