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WALLER FINANCIAL PLANNING GROUP, INC: SPDW position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 276,043 SPDW 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 276,043 shares
    Change vs previous 13F -750 shares

    2.81% of the 13F portfolio, value $13,860,132.

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

  2. period ended2026-06-30
    13F 276,793 shares
    Change vs previous 13F -4,451 shares

    2.87% of the 13F portfolio, value $13,947,587.

    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 281,244 shares
    Change vs previous 13F -5,911 shares

    2.83% of the 13F portfolio, value $12,838,777.

    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 287,155 shares
    Change vs previous 13F -605,040 shares

    2.83% of the 13F portfolio, value $12,752,573.

    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 892,195 shares
    Change vs previous 13F -14,709 shares

    8.76% of the 13F portfolio, value $38,177,035.

    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 906,904 shares
    Change vs previous 13F -11,406 shares

    8.88% of the 13F portfolio, value $36,720,554.

    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 918,310 shares
    Change vs previous 13F +7,178 shares

    9.39% of the 13F portfolio, value $33,435,662.

    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 911,132 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $31,096,930.

    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).