Skip to content
Disclosery

SMART Wealth LLC: RSP position timeline

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

SMART Wealth LLC held 6,987 RSP 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 6,987 shares
    Change vs previous 13F -18,877 shares

    0.32% of the 13F portfolio, value $1,486,637.

    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 25,864 shares
    Change vs previous 13F +6,462 shares

    1.45% of the 13F portfolio, value $4,963,821.

    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 19,402 shares
    Change vs previous 13F +3,144 shares

    1.13% of the 13F portfolio, value $3,716,555.

    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 16,258 shares
    Change vs previous 13F +14,150 shares

    1.16% of the 13F portfolio, value $3,084,070.

    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 2,108 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $383,070.

    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 2,050 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $355,193.

    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).