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Disclosery

SMART Wealth LLC: SIVR position timeline

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

SMART Wealth LLC held 40,592 SIVR 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 40,592 shares
    Change vs previous 13F -2,767 shares

    0.49% of the 13F portfolio, value $2,282,082.

    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 43,359 shares
    Change vs previous 13F -24,881 shares

    0.91% of the 13F portfolio, value $3,104,938.

    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 68,240 shares
    Change vs previous 13F -10,723 shares

    1.41% of the 13F portfolio, value $4,615,754.

    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 78,963 shares
    Change vs previous 13F +395 shares

    1.32% of the 13F portfolio, value $3,512,274.

    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 78,568 shares
    Change vs previous 13F +4,979 shares

    0.85% of the 13F portfolio, value $2,703,525.

    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 73,589 shares
    Change vs previous 13F +1,760 shares

    0.86% of the 13F portfolio, value $2,392,378.

    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 71,829 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,980,326.

    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).