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Rockwood Wealth Management, LLC: SPIB position timeline

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

Rockwood Wealth Management, LLC held 1,073,166 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,073,166 shares
    Change vs previous 13F +68,585 shares

    2.27% of the 13F portfolio, value $35,908,129.

    13F-HR 0002085853-26-000694 filed by Rockwood 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 1,004,581 shares
    Change vs previous 13F +62,995 shares

    2.41% of the 13F portfolio, value $33,693,641.

    13F-HR 0002085853-26-000532 filed by Rockwood 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 941,586 shares
    Change vs previous 13F +60,012 shares

    2.37% of the 13F portfolio, value $31,835,035.

    13F-HR 0002085853-26-000134 filed by Rockwood 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 ended2025-09-30
    13F 881,574 shares
    Change vs previous 13F +50,302 shares

    2.39% of the 13F portfolio, value $29,876,541.

    13F-HR 0002085853-25-000067 filed by Rockwood 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 ended2025-06-30
    13F 831,272 shares
    Change vs previous 13F +30,206 shares

    2.46% of the 13F portfolio, value $27,914,131.

    13F-HR 0001667731-25-000782 filed by Rockwood 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 ended2025-03-31
    13F 801,066 shares
    Change vs previous 13F +138,048 shares

    2.71% of the 13F portfolio, value $26,627,433.

    13F-HR 0001667731-25-000417 filed by Rockwood 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 ended2024-12-31
    13F 663,018 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $21,740,367.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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