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Disclosery

SMART Wealth LLC: ZALT position timeline

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

SMART Wealth LLC held 37,185 ZALT 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 37,185 shares
    Change vs previous 13F -23,833 shares

    0.27% of the 13F portfolio, value $1,259,456.

    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 61,018 shares
    Change vs previous 13F -6,514 shares

    0.58% of the 13F portfolio, value $1,980,644.

    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 67,532 shares
    Change vs previous 13F -6,648 shares

    0.67% of the 13F portfolio, value $2,199,517.

    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 74,180 shares
    Change vs previous 13F -13,029 shares

    0.89% of the 13F portfolio, value $2,364,847.

    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 87,209 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,686,037.

    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).