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Disclosery

SMART Wealth LLC: VNQ position timeline

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

SMART Wealth LLC held 33,365 VNQ 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 33,365 shares
    Change vs previous 13F -6,600 shares

    0.69% of the 13F portfolio, value $3,217,354.

    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 39,965 shares
    Change vs previous 13F +1,516 shares

    1.04% of the 13F portfolio, value $3,544,880.

    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 38,449 shares
    Change vs previous 13F -2,970 shares

    1.04% of the 13F portfolio, value $3,402,359.

    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 41,419 shares
    Change vs previous 13F +8,017 shares

    1.43% of the 13F portfolio, value $3,786,511.

    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 33,402 shares
    Change vs previous 13F +20,009 shares

    0.93% of the 13F portfolio, value $2,974,799.

    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 13,393 shares
    Change vs previous 13F +851 shares

    0.43% of the 13F portfolio, value $1,212,619.

    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 12,542 shares
    Change vs previous 13F +2,783 shares

    0.4% of the 13F portfolio, value $1,117,268.

    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 9,759 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $950,722.

    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).