Skip to content
Disclosery

SMART Wealth LLC: QDEC position timeline

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

SMART Wealth LLC held 77,903 QDEC 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 77,903 shares
    Change vs previous 13F -45,062 shares

    0.6% of the 13F portfolio, value $2,774,124.

    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 122,965 shares
    Change vs previous 13F -13,376 shares

    1.13% of the 13F portfolio, value $3,868,478.

    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 136,341 shares
    Change vs previous 13F -17,787 shares

    1.35% of the 13F portfolio, value $4,435,171.

    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 154,128 shares
    Change vs previous 13F -29,903 shares

    1.81% of the 13F portfolio, value $4,795,830.

    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 184,031 shares
    Change vs previous 13F +14,595 shares

    1.69% of the 13F portfolio, value $5,399,470.

    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 169,436 shares
    Change vs previous 13F -10,374 shares

    1.59% of the 13F portfolio, value $4,430,751.

    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 179,810 shares
    Change vs previous 13F -70,062 shares

    1.76% of the 13F portfolio, value $4,951,967.

    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 249,872 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $6,664,086.

    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).