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Rockwood Wealth Management, LLC: SPSB position timeline

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

Rockwood Wealth Management, LLC held 2,559,277 SPSB 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 2,559,277 shares
    Change vs previous 13F +151,122 shares

    4.86% of the 13F portfolio, value $76,803,909.

    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 2,408,155 shares
    Change vs previous 13F +167,613 shares

    5.18% of the 13F portfolio, value $72,413,232.

    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 2,240,542 shares
    Change vs previous 13F +107,839 shares

    5.05% of the 13F portfolio, value $67,664,364.

    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 2,132,703 shares
    Change vs previous 13F +89,156 shares

    5.16% of the 13F portfolio, value $64,599,571.

    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 2,043,547 shares
    Change vs previous 13F +69,574 shares

    5.43% of the 13F portfolio, value $61,694,694.

    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 1,973,973 shares
    Change vs previous 13F +183,130 shares

    6.06% of the 13F portfolio, value $59,416,601.

    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 1,790,843 shares
    Change vs previous 13F +1,726,599 shares

    5.77% of the 13F portfolio, value $53,474,580.

    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).

  8. period ended2024-09-30
    13F 64,244 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,945,324.

    13F-HR 0001983670-24-000005 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).