SMART Wealth LLC: XLSR position timeline

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

SMART Wealth LLC held 109,367 XLSR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 109,367 shares
Change vs previous 13F not available
1.53% of the 13F portfolio, value $7,093,552.
13F-HR 0001214659-26-009678 filed by SMART Wealth LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).