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Disclosery

Bernardo Wealth Planning LLC: ISPY position timeline

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

Bernardo Wealth Planning LLC held 53,636 ISPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,636 shares
    Change vs previous 13F +62 shares

    0.44% of the 13F portfolio, value $2,584,741.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 53,574 shares
    Change vs previous 13F -462 shares

    0.45% of the 13F portfolio, value $2,322,435.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 54,036 shares
    Change vs previous 13F +2,407 shares

    0.47% of the 13F portfolio, value $2,465,654.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 51,629 shares
    Change vs previous 13F +7,930 shares

    0.46% of the 13F portfolio, value $2,328,997.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 43,699 shares
    Change vs previous 13F +35,693 shares

    0.4% of the 13F portfolio, value $1,854,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 8,006 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $337,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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