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Disclosery

SMART Wealth LLC: SMAY position timeline

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

SMART Wealth LLC held 37,657 SMAY 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 37,657 shares
    Change vs previous 13F -24,329 shares

    0.23% of the 13F portfolio, value $1,068,706.

    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 61,986 shares
    Change vs previous 13F -7,076 shares

    0.48% of the 13F portfolio, value $1,630,783.

    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 69,062 shares
    Change vs previous 13F -6,750 shares

    0.55% of the 13F portfolio, value $1,793,306.

    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 75,812 shares
    Change vs previous 13F -13,125 shares

    0.72% of the 13F portfolio, value $1,919,932.

    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 88,937 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,131,820.

    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).