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Disclosery

SMART Wealth LLC: QSPT position timeline

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

SMART Wealth LLC held 71,436 QSPT 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 71,436 shares
    Change vs previous 13F +10,956 shares

    0.54% of the 13F portfolio, value $2,488,830.

    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 60,480 shares
    Change vs previous 13F +4,896 shares

    0.54% of the 13F portfolio, value $1,851,613.

    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 55,584 shares
    Change vs previous 13F -5,064 shares

    0.54% of the 13F portfolio, value $1,760,857.

    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 60,648 shares
    Change vs previous 13F -4,014 shares

    0.71% of the 13F portfolio, value $1,883,120.

    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 64,662 shares
    Change vs previous 13F -2,017 shares

    0.6% of the 13F portfolio, value $1,912,728.

    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 66,679 shares
    Change vs previous 13F -29 shares

    0.63% of the 13F portfolio, value $1,767,374.

    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 66,708 shares
    Change vs previous 13F +39,313 shares

    0.66% of the 13F portfolio, value $1,844,289.

    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 27,395 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $732,838.

    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).