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Disclosery

SMART Wealth LLC: SPYM position timeline

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

SMART Wealth LLC held 44,687 SPYM 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 44,687 shares
    Change vs previous 13F +13,293 shares

    0.85% of the 13F portfolio, value $3,927,066.

    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 31,394 shares
    Change vs previous 13F +2,208 shares

    0.7% of the 13F portfolio, value $2,402,921.

    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 29,186 shares
    Change vs previous 13F +517 shares

    0.71% of the 13F portfolio, value $2,341,321.

    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 28,669 shares
    Change vs previous 13F +1,863 shares

    0.85% of the 13F portfolio, value $2,245,930.

    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 26,806 shares
    Change vs previous 13F +755 shares

    0.61% of the 13F portfolio, value $1,948,562.

    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 26,051 shares
    Change vs previous 13F +1,230 shares

    0.61% of the 13F portfolio, value $1,713,106.

    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 24,821 shares
    Change vs previous 13F +1,407 shares

    0.61% of the 13F portfolio, value $1,711,173.

    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 23,414 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,580,679.

    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).