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Disclosery

SMART Wealth LLC: VMI position timeline

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

SMART Wealth LLC held 3,349 VMI 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 3,349 shares
    Change vs previous 13F -1,701 shares

    0.42% of the 13F portfolio, value $1,934,538.

    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 5,050 shares
    Change vs previous 13F -296 shares

    0.59% of the 13F portfolio, value $2,017,982.

    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 5,346 shares
    Change vs previous 13F -1,426 shares

    0.66% of the 13F portfolio, value $2,150,837.

    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 6,772 shares
    Change vs previous 13F -56 shares

    0.99% of the 13F portfolio, value $2,625,617.

    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 6,828 shares
    Change vs previous 13F +5,085 shares

    0.7% of the 13F portfolio, value $2,229,843.

    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 1,743 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $497,400.

    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).