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Disclosery

SMART Wealth LLC: PRIV position timeline

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

SMART Wealth LLC held 25,922 PRIV 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 25,922 shares
    Change vs previous 13F -3,192 shares

    0.14% of the 13F portfolio, value $652,587.

    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 29,114 shares
    Change vs previous 13F +2,220 shares

    0.22% of the 13F portfolio, value $734,430.

    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 26,894 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $683,517.

    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).