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Disclosery

SMART Wealth LLC: VGIT position timeline

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

SMART Wealth LLC held 101,787 VGIT 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 101,787 shares
    Change vs previous 13F +33,749 shares

    1.29% of the 13F portfolio, value $6,003,426.

    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 68,038 shares
    Change vs previous 13F +5,012 shares

    1.19% of the 13F portfolio, value $4,051,682.

    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 63,026 shares
    Change vs previous 13F +4,026 shares

    1.15% of the 13F portfolio, value $3,777,144.

    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 59,000 shares
    Change vs previous 13F -49,282 shares

    1.34% of the 13F portfolio, value $3,541,798.

    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 108,282 shares
    Change vs previous 13F +39,149 shares

    2.03% of the 13F portfolio, value $6,476,333.

    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 69,133 shares
    Change vs previous 13F -10,284 shares

    1.47% of the 13F portfolio, value $4,106,515.

    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 79,417 shares
    Change vs previous 13F +3,583 shares

    1.64% of the 13F portfolio, value $4,606,196.

    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 75,834 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $4,581,890.

    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).