Ownership history in SMART Wealth LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in GLOBAL X FDS (DIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 190,632 | +552 | +0.3% | 1.01% | $3.3M | $17.13 |
| 2025 Q3 | ADDED | 190,080 | +26,805 | +16.4% | 1.27% | $3.4M | $17.08 |
| 2025 Q2 | ADDED | 163,275 | +24,717 | +17.8% | 0.90% | $2.9M | $16.66 |
| 2025 Q1 | ADDED | 138,558 | +5,899 | +4.4% | 0.94% | $2.6M | $17.54 |
| 2024 Q4 | INITIATED | 132,659 | — | — | 0.85% | $2.4M | $16.54 |
As of 2025 Q4 — sorted by position size