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McNaughton Wealth Management, LLC: SPDW position timeline

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

McNaughton Wealth Management, LLC held 45,086 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,086 shares
    Change vs previous 13F +1,408 shares

    0.79% of the 13F portfolio, value $2,263,780.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,678 shares
    Change vs previous 13F +33 shares

    0.78% of the 13F portfolio, value $2,200,934.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 43,645 shares
    Change vs previous 13F +2,658 shares

    0.82% of the 13F portfolio, value $1,992,394.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 40,987 shares
    Change vs previous 13F +1,938 shares

    0.75% of the 13F portfolio, value $1,820,233.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 39,049 shares
    Change vs previous 13F +147 shares

    0.7% of the 13F portfolio, value $1,670,907.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,902 shares
    Change vs previous 13F +248 shares

    0.7% of the 13F portfolio, value $1,575,142.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,654 shares
    Change vs previous 13F +625 shares

    0.68% of the 13F portfolio, value $1,407,392.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 38,029 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,297,930.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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