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Smartleaf Asset Management LLC: CB position timeline

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

Smartleaf Asset Management LLC held 7,703 CB 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 7,703 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,644,589.

    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 7,703 shares
    Change vs previous 13F +272 shares

    0.09% of the 13F portfolio, value $2,506,385.

    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 7,431 shares
    Change vs previous 13F +968 shares

    0.09% of the 13F portfolio, value $2,334,423.

    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 6,463 shares
    Change vs previous 13F +1,236 shares

    0.11% of the 13F portfolio, value $1,806,924.

    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 5,227 shares
    Change vs previous 13F -682 shares

    0.13% of the 13F portfolio, value $1,490,405.

    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 5,909 shares
    Change vs previous 13F +139 shares

    0.17% of the 13F portfolio, value $1,751,701.

    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 5,770 shares
    Change vs previous 13F +669 shares

    0.16% of the 13F portfolio, value $1,589,175.

    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 5,101 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,477,317.

    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).