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Disclosery

Smartleaf Asset Management LLC: AGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on AGM, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 813 AGM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 813 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $158,080.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 813 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $117,365.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 760 shares
    Change vs previous 13F +598 shares

    0.01% of the 13F portfolio, value $134,535.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 162 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $27,368.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 107 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $21,150.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 75 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $14,143.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 64 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $12,560.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 49 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,106.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).