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Disclosery

SMART Wealth LLC: QJUN position timeline

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

SMART Wealth LLC held 80,056 QJUN 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 80,056 shares
    Change vs previous 13F -43,609 shares

    0.58% of the 13F portfolio, value $2,704,764.

    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 123,665 shares
    Change vs previous 13F -13,379 shares

    1.13% of the 13F portfolio, value $3,863,915.

    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 137,044 shares
    Change vs previous 13F -16,552 shares

    1.33% of the 13F portfolio, value $4,363,413.

    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 153,596 shares
    Change vs previous 13F -27,949 shares

    1.8% of the 13F portfolio, value $4,778,370.

    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 181,545 shares
    Change vs previous 13F +13,035 shares

    1.68% of the 13F portfolio, value $5,368,286.

    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 168,510 shares
    Change vs previous 13F -12,162 shares

    1.6% of the 13F portfolio, value $4,457,089.

    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 180,672 shares
    Change vs previous 13F -74,722 shares

    1.8% of the 13F portfolio, value $5,064,236.

    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 255,394 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,898,192.

    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).