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Disclosery

SMART Wealth LLC: VGLT position timeline

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

SMART Wealth LLC held 54,045 VGLT 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 54,045 shares
    Change vs previous 13F -3,349 shares

    0.64% of the 13F portfolio, value $2,982,216.

    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 57,394 shares
    Change vs previous 13F -8,169 shares

    0.93% of the 13F portfolio, value $3,177,020.

    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 65,563 shares
    Change vs previous 13F -1,652 shares

    1.12% of the 13F portfolio, value $3,658,438.

    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 67,215 shares
    Change vs previous 13F +3,489 shares

    1.44% of the 13F portfolio, value $3,821,863.

    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 63,726 shares
    Change vs previous 13F +7,857 shares

    1.12% of the 13F portfolio, value $3,576,275.

    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 55,869 shares
    Change vs previous 13F +14,641 shares

    1.15% of the 13F portfolio, value $3,218,621.

    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 41,228 shares
    Change vs previous 13F -48,547 shares

    0.81% of the 13F portfolio, value $2,281,958.

    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 89,775 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $5,524,755.

    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).