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Disclosery

Strategic Financial Planning, Inc.: SPDW position timeline

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

Strategic Financial Planning, Inc. held 352,236 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 352,236 shares
    Change vs previous 13F +352,236 shares

    9.26% of the 13F portfolio, value $17,744,357.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, Inc.
    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 0 shares
    Change vs previous 13F -371,396 shares

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 371,396 shares
    Change vs previous 13F +3,715 shares

    9.38% of the 13F portfolio, value $16,492,137.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    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 367,681 shares
    Change vs previous 13F -11,174 shares

    9.12% of the 13F portfolio, value $15,732,176.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, Inc.
    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 378,855 shares
    Change vs previous 13F +2,472 shares

    9.55% of the 13F portfolio, value $15,339,834.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 376,383 shares
    Change vs previous 13F -389 shares

    9.45% of the 13F portfolio, value $13,703,978.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 376,772 shares
    Change vs previous 13F +21,331 shares

    8.76% of the 13F portfolio, value $12,860,536.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    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 355,441 shares
    Change vs previous 13F not available

    8.83% of the 13F portfolio, value $13,350,350.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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