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Disclosery

SMART Wealth LLC: QBER position timeline

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

SMART Wealth LLC held 39,202 QBER 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 39,202 shares
    Change vs previous 13F -4,943 shares

    0.2% of the 13F portfolio, value $933,002.

    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 44,145 shares
    Change vs previous 13F -88,571 shares

    0.31% of the 13F portfolio, value $1,065,368.

    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 132,716 shares
    Change vs previous 13F -6,055 shares

    0.97% of the 13F portfolio, value $3,181,206.

    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 138,771 shares
    Change vs previous 13F +51,185 shares

    1.29% of the 13F portfolio, value $3,419,339.

    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 87,586 shares
    Change vs previous 13F +28,201 shares

    0.68% of the 13F portfolio, value $2,160,744.

    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 59,385 shares
    Change vs previous 13F +6,519 shares

    0.53% of the 13F portfolio, value $1,472,158.

    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 52,866 shares
    Change vs previous 13F +10,907 shares

    0.46% of the 13F portfolio, value $1,305,531.

    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 41,959 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,049,474.

    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).