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Disclosery

SMART Wealth LLC: QBUF position timeline

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

SMART Wealth LLC held 179,444 QBUF 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 179,444 shares
    Change vs previous 13F -29,329 shares

    1.19% of the 13F portfolio, value $5,520,792.

    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 208,773 shares
    Change vs previous 13F -5,058 shares

    1.79% of the 13F portfolio, value $6,098,259.

    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 213,831 shares
    Change vs previous 13F -21,941 shares

    1.91% of the 13F portfolio, value $6,268,242.

    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 235,772 shares
    Change vs previous 13F -32,796 shares

    2.55% of the 13F portfolio, value $6,767,847.

    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 268,568 shares
    Change vs previous 13F -181,506 shares

    2.32% of the 13F portfolio, value $7,399,048.

    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 450,074 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $11,892,395.

    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).