Foundation Wealth Management, LLC\PA: SPDW position timeline

Foundation Wealth Management, LLC\PA held 7,459 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,459 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $375,859.

   13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,459 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $340,503.

   13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,459 shares

   Change vs previous 13F -5,944 shares

   0.12% of the 13F portfolio, value $331,254.

   13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 13,403 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $573,514.

   13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 13,403 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $542,687.

   13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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