SMART Wealth LLC: TIP position timeline

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

SMART Wealth LLC held 8,860 TIP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 8,860 shares
Change vs previous 13F -674 shares
0.21% of the 13F portfolio, value $969,596.
13F-HR 0001214659-26-009678 filed by SMART Wealth LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,534 shares
Change vs previous 13F not available
0.31% of the 13F portfolio, value $1,052,163.
13F-HR 0001214659-26-004993 filed by SMART Wealth LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).