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Disclosery

SMART Wealth LLC: QQQ position timeline

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

SMART Wealth LLC held 2,676 QQQ 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 2,676 shares
    Change vs previous 13F -5,455 shares

    0.42% of the 13F portfolio, value $1,970,334.

    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 8,131 shares
    Change vs previous 13F -2,389 shares

    1.37% of the 13F portfolio, value $4,692,892.

    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 10,520 shares
    Change vs previous 13F +1,236 shares

    1.97% of the 13F portfolio, value $6,462,775.

    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 9,284 shares
    Change vs previous 13F +3,080 shares

    2.1% of the 13F portfolio, value $5,573,819.

    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 6,204 shares
    Change vs previous 13F -1,174 shares

    1.07% of the 13F portfolio, value $3,422,297.

    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 7,378 shares
    Change vs previous 13F -7,839 shares

    1.24% of the 13F portfolio, value $3,459,509.

    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 15,217 shares
    Change vs previous 13F +7,457 shares

    2.77% of the 13F portfolio, value $7,779,189.

    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 7,760 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,787,488.

    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).