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Smartleaf Asset Management LLC: URTH position timeline

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

Smartleaf Asset Management LLC held 1,875 URTH 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 1,875 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $377,325.

    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 1,875 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $328,012.

    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 1,967 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $367,849.

    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 2,263 shares
    Change vs previous 13F +948 shares

    0.03% of the 13F portfolio, value $409,444.

    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 1,315 shares
    Change vs previous 13F -552 shares

    0.02% of the 13F portfolio, value $221,695.

    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 1,867 shares
    Change vs previous 13F -186 shares

    0.03% of the 13F portfolio, value $285,426.

    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 2,053 shares
    Change vs previous 13F -218 shares

    0.03% of the 13F portfolio, value $320,514.

    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 2,271 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $355,762.

    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).