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Sensible Financial Planning & Management, LLC.: SPDW position timeline

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

Sensible Financial Planning & Management, LLC. held 173,336 SPDW shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 173,336 shares
    Change vs previous 13F -3,305 shares

    1.35% of the 13F portfolio, value $7,417,031.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & 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 ended2025-06-30
    13F 176,641 shares
    Change vs previous 13F -14,735 shares

    1.36% of the 13F portfolio, value $7,152,179.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & 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 ended2025-03-31
    13F 191,376 shares
    Change vs previous 13F -62,440 shares

    1.39% of the 13F portfolio, value $6,968,001.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & 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 ended2024-12-31
    13F 253,816 shares
    Change vs previous 13F +11,888 shares

    1.8% of the 13F portfolio, value $8,662,741.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & 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 ended2024-09-30
    13F 241,928 shares
    Change vs previous 13F +5,531 shares

    1.79% of the 13F portfolio, value $9,087,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & 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 ended2024-06-30
    13F 236,397 shares
    Change vs previous 13F +38,717 shares

    1.79% of the 13F portfolio, value $8,293,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & 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 ended2024-03-31
    13F 197,680 shares
    Change vs previous 13F -1,088 shares

    1.57% of the 13F portfolio, value $7,085,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & 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 ended2023-12-31
    13F 198,768 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,760,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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