Skip to content
Disclosery

SMART Wealth LLC: WMT position timeline

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

SMART Wealth LLC held 3,668 WMT 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 3,668 shares
    Change vs previous 13F -699 shares

    0.09% of the 13F portfolio, value $415,441.

    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 4,367 shares
    Change vs previous 13F -523 shares

    0.16% of the 13F portfolio, value $542,788.

    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 4,890 shares
    Change vs previous 13F -215 shares

    0.17% of the 13F portfolio, value $544,742.

    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 5,105 shares
    Change vs previous 13F -14,386 shares

    0.2% of the 13F portfolio, value $526,172.

    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 19,491 shares
    Change vs previous 13F -2,461 shares

    0.6% of the 13F portfolio, value $1,905,782.

    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 21,952 shares
    Change vs previous 13F -202 shares

    0.69% of the 13F portfolio, value $1,927,127.

    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 22,154 shares
    Change vs previous 13F +19,118 shares

    0.71% of the 13F portfolio, value $2,001,604.

    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 3,036 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $245,148.

    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).