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Disclosery

McCartney Wealth Management LLC: SPD position timeline

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

McCartney Wealth Management LLC held 10,858 SPD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,858 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $450,390.

    13F-HR 0002110693-26-000003 filed by McCartney Wealth Management 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 10,858 shares
    Change vs previous 13F -1,850 shares

    0.33% of the 13F portfolio, value $394,896.

    13F-HR 0002110693-26-000002 filed by McCartney Wealth Management 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 12,708 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $498,916.

    13F-HR 0002110693-26-000001 filed by McCartney Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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