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Disclosery

SMART Wealth LLC: SPYV position timeline

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

SMART Wealth LLC held 4,954 SPYV 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 4,954 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $301,164.

    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 4,944 shares
    Change vs previous 13F -2,021 shares

    0.08% of the 13F portfolio, value $279,744.

    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 6,965 shares
    Change vs previous 13F +555 shares

    0.12% of the 13F portfolio, value $395,684.

    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 6,410 shares
    Change vs previous 13F +944 shares

    0.13% of the 13F portfolio, value $354,668.

    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 5,466 shares
    Change vs previous 13F +671 shares

    0.09% of the 13F portfolio, value $286,109.

    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 4,795 shares
    Change vs previous 13F +261 shares

    0.09% of the 13F portfolio, value $244,889.

    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 4,534 shares
    Change vs previous 13F -13 shares

    0.08% of the 13F portfolio, value $231,869.

    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 4,547 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,354.

    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).