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Disclosery

SMART Wealth LLC: VOO position timeline

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

SMART Wealth LLC held 5,943 VOO 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 5,943 shares
    Change vs previous 13F -7,675 shares

    0.88% of the 13F portfolio, value $4,081,788.

    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 13,618 shares
    Change vs previous 13F +219 shares

    2.38% of the 13F portfolio, value $8,137,157.

    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 13,399 shares
    Change vs previous 13F +2,072 shares

    2.56% of the 13F portfolio, value $8,403,048.

    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 11,327 shares
    Change vs previous 13F +3,577 shares

    2.62% of the 13F portfolio, value $6,936,659.

    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 7,750 shares
    Change vs previous 13F -1,859 shares

    1.38% of the 13F portfolio, value $4,402,267.

    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 9,609 shares
    Change vs previous 13F -6,684 shares

    1.77% of the 13F portfolio, value $4,938,384.

    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 16,293 shares
    Change vs previous 13F +6,996 shares

    3.12% of the 13F portfolio, value $8,778,823.

    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 9,297 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $4,905,748.

    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).