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Disclosery

SMART Wealth LLC: PSLV position timeline

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

SMART Wealth LLC held 135,919 PSLV 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 135,919 shares
    Change vs previous 13F -3,849 shares

    0.55% of the 13F portfolio, value $2,564,792.

    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 139,768 shares
    Change vs previous 13F -84,014 shares

    1% of the 13F portfolio, value $3,408,942.

    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 223,782 shares
    Change vs previous 13F -26,203 shares

    1.61% of the 13F portfolio, value $5,292,444.

    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 249,985 shares
    Change vs previous 13F -5,839 shares

    1.48% of the 13F portfolio, value $3,924,758.

    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 255,824 shares
    Change vs previous 13F +45,875 shares

    0.98% of the 13F portfolio, value $3,131,286.

    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 209,949 shares
    Change vs previous 13F +1,190 shares

    0.87% of the 13F portfolio, value $2,435,408.

    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 208,759 shares
    Change vs previous 13F +77,050 shares

    0.72% of the 13F portfolio, value $2,014,524.

    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 131,709 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,376,359.

    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).