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Disclosery

Smith Partners Wealth Management, LLC: IEO position timeline

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

Smith Partners Wealth Management, LLC held 0 IEO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,000 shares

    13F-HR 0001398344-26-013876 filed by Smith Partners Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,000 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $374,700.

    13F-HR 0001398344-26-008891 filed by Smith Partners Wealth 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 3,000 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $267,780.

    13F-HR 0001398344-26-003144 filed by Smith Partners Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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