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Boston Standard Wealth Management, LLC: SPDW position timeline

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

Boston Standard Wealth Management, LLC held 948,310 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 948,310 shares
    Change vs previous 13F +2,173 shares

    6.84% of the 13F portfolio, value $47,614,651.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 946,137 shares
    Change vs previous 13F -13,633 shares

    6.85% of the 13F portfolio, value $47,216,952.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 ended2026-03-31
    13F 959,770 shares
    Change vs previous 13F -31,822 shares

    7.29% of the 13F portfolio, value $44,523,752.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth 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 ended2025-12-31
    13F 991,592 shares
    Change vs previous 13F +11,044 shares

    7.27% of the 13F portfolio, value $44,036,602.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth 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 ended2025-09-30
    13F 980,548 shares
    Change vs previous 13F -25,813 shares

    7.06% of the 13F portfolio, value $41,958,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth 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 ended2025-06-30
    13F 1,006,361 shares
    Change vs previous 13F +64,981 shares

    7.34% of the 13F portfolio, value $40,748,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth 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 ended2025-03-31
    13F 941,380 shares
    Change vs previous 13F -56,764 shares

    7.26% of the 13F portfolio, value $33,024,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth 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 ended2024-12-31
    13F 998,144 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $34,067,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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