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Disclosery

Laurel Wealth Planning LLC: SPDW position timeline

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

Laurel Wealth Planning LLC held 34,318 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 34,318 shares
    Change vs previous 13F +22 shares

    0.77% of the 13F portfolio, value $1,729,309.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 34,296 shares
    Change vs previous 13F -724 shares

    0.83% of the 13F portfolio, value $1,565,635.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 35,020 shares
    Change vs previous 13F -1,626 shares

    0.86% of the 13F portfolio, value $1,555,260.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 36,646 shares
    Change vs previous 13F -557 shares

    0.83% of the 13F portfolio, value $1,568,103.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 37,203 shares
    Change vs previous 13F -1,422 shares

    0.86% of the 13F portfolio, value $1,506,369.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 38,625 shares
    Change vs previous 13F -10,833 shares

    0.93% of the 13F portfolio, value $1,406,354.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 49,458 shares
    Change vs previous 13F -635 shares

    1.09% of the 13F portfolio, value $1,688,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 50,093 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,882,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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