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Disclosery

SMART Wealth LLC: URA position timeline

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

SMART Wealth LLC held 39,234 URA 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 39,234 shares
    Change vs previous 13F -5,350 shares

    0.37% of the 13F portfolio, value $1,714,527.

    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 44,584 shares
    Change vs previous 13F +3,179 shares

    0.63% of the 13F portfolio, value $2,159,220.

    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 41,405 shares
    Change vs previous 13F -6,477 shares

    0.54% of the 13F portfolio, value $1,769,225.

    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 47,882 shares
    Change vs previous 13F -3,156 shares

    0.86% of the 13F portfolio, value $2,282,541.

    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 51,038 shares
    Change vs previous 13F +10,484 shares

    0.62% of the 13F portfolio, value $1,980,777.

    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 40,554 shares
    Change vs previous 13F +3,262 shares

    0.33% of the 13F portfolio, value $929,493.

    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 37,292 shares
    Change vs previous 13F +10,233 shares

    0.36% of the 13F portfolio, value $998,680.

    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 27,059 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $774,158.

    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).