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Disclosery

SMART Wealth LLC: TUA position timeline

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

SMART Wealth LLC held 17,838 TUA 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 17,838 shares
    Change vs previous 13F -16,155 shares

    0.08% of the 13F portfolio, value $364,332.

    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 33,993 shares
    Change vs previous 13F +410 shares

    0.21% of the 13F portfolio, value $717,262.

    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 33,583 shares
    Change vs previous 13F -1,246 shares

    0.22% of the 13F portfolio, value $735,577.

    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 34,829 shares
    Change vs previous 13F +7,686 shares

    0.29% of the 13F portfolio, value $761,713.

    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 27,143 shares
    Change vs previous 13F -370 shares

    0.19% of the 13F portfolio, value $597,961.

    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 27,513 shares
    Change vs previous 13F +9,377 shares

    0.22% of the 13F portfolio, value $604,450.

    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 18,136 shares
    Change vs previous 13F +2,443 shares

    0.14% of the 13F portfolio, value $384,846.

    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 15,693 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $360,782.

    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).