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Disclosery

Schwallier Wealth Management LLC: SPDW position timeline

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

Schwallier Wealth Management LLC held 19,935 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,935 shares
    Change vs previous 13F -98,688 shares

    0.63% of the 13F portfolio, value $1,004,539.

    13F-HR 0001934951-26-000003 filed by Schwallier 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 118,623 shares
    Change vs previous 13F -8,297 shares

    3.96% of the 13F portfolio, value $5,415,150.

    13F-HR 0001934951-26-000002 filed by Schwallier 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 126,920 shares
    Change vs previous 13F -7,607 shares

    3.81% of the 13F portfolio, value $5,962,721.

    13F-HR 0001934951-26-000001 filed by Schwallier 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 134,527 shares
    Change vs previous 13F +430 shares

    3.59% of the 13F portfolio, value $5,756,431.

    13F-HR 0001934951-25-000004 filed by Schwallier 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 134,097 shares
    Change vs previous 13F +29,837 shares

    3.32% of the 13F portfolio, value $5,429,592.

    13F-HR 0001934951-25-000001 filed by Schwallier 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 104,260 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $3,796,107.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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