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Disclosery

SMART Wealth LLC: TFJL position timeline

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

SMART Wealth LLC held 19,663 TFJL 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 19,663 shares
    Change vs previous 13F +4,176 shares

    0.08% of the 13F portfolio, value $384,608.

    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 15,487 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $305,456.

    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 15,550 shares
    Change vs previous 13F +79 shares

    0.09% of the 13F portfolio, value $307,803.

    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 15,471 shares
    Change vs previous 13F +1,437 shares

    0.12% of the 13F portfolio, value $313,965.

    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 14,034 shares
    Change vs previous 13F -2,499 shares

    0.09% of the 13F portfolio, value $282,645.

    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 16,533 shares
    Change vs previous 13F -576,984 shares

    0.12% of the 13F portfolio, value $343,167.

    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 593,517 shares
    Change vs previous 13F -122,449 shares

    4.22% of the 13F portfolio, value $11,843,751.

    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 715,966 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $15,078,244.

    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).