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Disclosery

Smartleaf Asset Management LLC: DFUS position timeline

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

Smartleaf Asset Management LLC held 1,865,705 DFUS 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 1,865,705 shares
    Change vs previous 13F 0 shares

    4.93% of the 13F portfolio, value $151,644,509.

    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 1,865,705 shares
    Change vs previous 13F +328,058 shares

    4.64% of the 13F portfolio, value $128,528,423.

    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 1,537,647 shares
    Change vs previous 13F +1,487,443 shares

    4.35% of the 13F portfolio, value $114,908,398.

    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 50,204 shares
    Change vs previous 13F +14,622 shares

    0.22% of the 13F portfolio, value $3,626,736.

    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 35,582 shares
    Change vs previous 13F +16,028 shares

    0.21% of the 13F portfolio, value $2,374,386.

    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 19,554 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,176,759.

    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 19,554 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,251,260.

    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 19,554 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,210,197.

    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).