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WALLER FINANCIAL PLANNING GROUP, INC: SPAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on SPAB, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 929,817 SPAB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 929,817 shares
    Change vs previous 13F -30,904 shares

    4.6% of the 13F portfolio, value $22,650,354.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 960,721 shares
    Change vs previous 13F -4,790 shares

    5.05% of the 13F portfolio, value $24,517,603.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 965,511 shares
    Change vs previous 13F +33,883 shares

    5.46% of the 13F portfolio, value $24,736,382.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 931,628 shares
    Change vs previous 13F +32,036 shares

    5.33% of the 13F portfolio, value $23,989,423.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 899,592 shares
    Change vs previous 13F +22,733 shares

    5.34% of the 13F portfolio, value $23,254,453.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 876,859 shares
    Change vs previous 13F +14,232 shares

    5.43% of the 13F portfolio, value $22,447,592.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 862,627 shares
    Change vs previous 13F -64,652 shares

    6.19% of the 13F portfolio, value $22,031,486.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 927,279 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $23,172,706.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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