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SMART Wealth LLC: SCEP position timeline

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

SMART Wealth LLC held 18,739 SCEP 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 18,739 shares
    Change vs previous 13F -6,115 shares

    0.1% of the 13F portfolio, value $468,487.

    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 24,854 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $585,820.

    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).