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INSTRUMENTAL WEALTH, LLC: RSP position timeline

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

INSTRUMENTAL WEALTH, LLC held 54,025 RSP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,025 shares
    Change vs previous 13F +2,590 shares

    5.82% of the 13F portfolio, value $11,494,863.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL 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 51,435 shares
    Change vs previous 13F +907 shares

    6.07% of the 13F portfolio, value $9,871,412.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL 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 50,528 shares
    Change vs previous 13F +9,851 shares

    6.2% of the 13F portfolio, value $10,344,670.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL 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 40,677 shares
    Change vs previous 13F +4,302 shares

    5.35% of the 13F portfolio, value $7,627,839.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL 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 36,375 shares
    Change vs previous 13F +1,154 shares

    5.27% of the 13F portfolio, value $6,622,052.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL 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 35,221 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $5,897,769.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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