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Disclosery

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: SPIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOOSTER CORTHELL WEALTH MANAGEMENT, INC. on SPIP, newest first. How the timeline and the estimate are built.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 193,169 SPIP shares at 2025-06-30 per its 13F-HR filed 2025-07-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 193,169 shares
    Change vs previous 13F -103,242 shares

    0.93% of the 13F portfolio, value $5,033,985.

    13F-HR 0001085146-25-003789 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 296,411 shares
    Change vs previous 13F -6,699 shares

    1.6% of the 13F portfolio, value $7,819,323.

    13F-HR 0001085146-25-002750 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 303,110 shares
    Change vs previous 13F +1,370 shares

    1.67% of the 13F portfolio, value $7,671,715.

    13F-HR 0001085146-25-000265 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 301,740 shares
    Change vs previous 13F +8,043 shares

    1.69% of the 13F portfolio, value $7,929,728.

    13F-HR 0001085146-24-005037 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 293,697 shares
    Change vs previous 13F +17,841 shares

    1.69% of the 13F portfolio, value $7,465,778.

    13F-HR 0001085146-24-003217 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 275,856 shares
    Change vs previous 13F +11,381 shares

    1.62% of the 13F portfolio, value $7,067,431.

    13F-HR 0001085146-24-002107 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 264,475 shares
    Change vs previous 13F +100,886 shares

    1.63% of the 13F portfolio, value $6,762,626.

    13F-HR 0001085146-24-000280 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 163,589 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,063,551.

    13F-HR 0001085146-23-003972 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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