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Dodds Wealth, LLC: SPIB position timeline

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

Dodds Wealth, LLC held 1,745,184 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,745,184 shares
    Change vs previous 13F +69,371 shares

    13.13% of the 13F portfolio, value $58,393,866.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 1,675,813 shares
    Change vs previous 13F +86,155 shares

    13.8% of the 13F portfolio, value $56,206,758.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, 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 1,589,658 shares
    Change vs previous 13F +33,410 shares

    13.18% of the 13F portfolio, value $53,746,351.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, 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 1,556,248 shares
    Change vs previous 13F +76,326 shares

    13.06% of the 13F portfolio, value $52,741,259.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, 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 1,479,922 shares
    Change vs previous 13F +57,762 shares

    13.33% of the 13F portfolio, value $49,695,784.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, 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 1,422,160 shares
    Change vs previous 13F +30,922 shares

    15.41% of the 13F portfolio, value $47,272,607.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,391,238 shares
    Change vs previous 13F +53,828 shares

    14.68% of the 13F portfolio, value $45,646,522.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,337,410 shares
    Change vs previous 13F not available

    14.85% of the 13F portfolio, value $44,562,512.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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