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INVENIO WEALTH PARTNERS LLC: SPDW position timeline

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

INVENIO WEALTH PARTNERS LLC held 403,290 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,290 shares
    Change vs previous 13F +2,767 shares

    7.28% of the 13F portfolio, value $20,321,783.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 400,523 shares
    Change vs previous 13F +67,243 shares

    7.26% of the 13F portfolio, value $18,283,875.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 333,280 shares
    Change vs previous 13F -15,195 shares

    5.5% of the 13F portfolio, value $14,800,965.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 348,475 shares
    Change vs previous 13F +1,788 shares

    5.43% of the 13F portfolio, value $14,911,245.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 346,687 shares
    Change vs previous 13F -6,685 shares

    5.58% of the 13F portfolio, value $14,037,357.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS 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 353,372 shares
    Change vs previous 13F -4,923 shares

    5.4% of the 13F portfolio, value $12,866,275.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS 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 358,295 shares
    Change vs previous 13F -10,881 shares

    5.12% of the 13F portfolio, value $12,228,608.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS 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 369,176 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $13,866,251.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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