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PLANWISER FINANCIAL, LLC: SPDW position timeline

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

PLANWISER FINANCIAL, LLC held 132,304 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,304 shares
    Change vs previous 13F -24,603 shares

    4.63% of the 13F portfolio, value $6,666,777.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 156,907 shares
    Change vs previous 13F -15,987 shares

    5.55% of the 13F portfolio, value $7,669,619.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 172,894 shares
    Change vs previous 13F +56,453 shares

    5.98% of the 13F portfolio, value $7,989,425.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 116,441 shares
    Change vs previous 13F -51,030 shares

    4.03% of the 13F portfolio, value $5,080,321.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 167,471 shares
    Change vs previous 13F +55,892 shares

    5.8% of the 13F portfolio, value $6,804,362.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 111,579 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $4,279,062.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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