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Disclosery

SMART Wealth LLC: VGSH position timeline

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

SMART Wealth LLC held 71,824 VGSH 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 71,824 shares
    Change vs previous 13F +35,539 shares

    0.9% of the 13F portfolio, value $4,180,153.

    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 36,285 shares
    Change vs previous 13F -12,282 shares

    0.62% of the 13F portfolio, value $2,124,109.

    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 48,567 shares
    Change vs previous 13F +3,494 shares

    0.87% of the 13F portfolio, value $2,852,327.

    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 45,073 shares
    Change vs previous 13F -101,514 shares

    1% of the 13F portfolio, value $2,652,532.

    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 146,587 shares
    Change vs previous 13F +20,681 shares

    2.7% of the 13F portfolio, value $8,616,356.

    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 125,906 shares
    Change vs previous 13F -57,885 shares

    2.65% of the 13F portfolio, value $7,389,417.

    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 183,791 shares
    Change vs previous 13F -89,986 shares

    3.81% of the 13F portfolio, value $10,692,948.

    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 273,777 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $16,158,321.

    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).