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Disclosery

Vested Financial Planning, LLC: SPDW position timeline

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

Vested Financial Planning, LLC held 151,131 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,131 shares
    Change vs previous 13F +993 shares

    5.12% of the 13F portfolio, value $7,615,481.

    13F-HR 0002044679-26-000003 filed by Vested Financial Planning, 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 150,138 shares
    Change vs previous 13F +12,393 shares

    5.22% of the 13F portfolio, value $6,853,820.

    13F-HR 0002044679-26-000002 filed by Vested Financial Planning, 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 137,745 shares
    Change vs previous 13F +8,584 shares

    4.71% of the 13F portfolio, value $6,117,275.

    13F-HR 0002044679-26-000001 filed by Vested Financial Planning, 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 129,161 shares
    Change vs previous 13F +964 shares

    4.48% of the 13F portfolio, value $5,526,818.

    13F-HR 0002044679-25-000002 filed by Vested Financial Planning, 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 128,197 shares
    Change vs previous 13F -2,351 shares

    4.62% of the 13F portfolio, value $5,190,715.

    13F-HR 0001085146-25-004016 filed by Vested Financial Planning, 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 130,548 shares
    Change vs previous 13F +258 shares

    4.75% of the 13F portfolio, value $4,753,269.

    13F-HR 0001085146-25-002456 filed by Vested Financial Planning, 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 130,290 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $4,446,813.

    13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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