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WALLER FINANCIAL PLANNING GROUP, INC: SPMD position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 141,256 SPMD 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 141,256 shares
    Change vs previous 13F -10,157 shares

    1.81% of the 13F portfolio, value $8,904,767.

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

  2. period ended2026-06-30
    13F 151,413 shares
    Change vs previous 13F -17,594 shares

    2.11% of the 13F portfolio, value $10,229,431.

    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 169,007 shares
    Change vs previous 13F -29,516 shares

    2.21% of the 13F portfolio, value $10,008,624.

    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 198,523 shares
    Change vs previous 13F -481,323 shares

    2.55% of the 13F portfolio, value $11,496,461.

    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 679,846 shares
    Change vs previous 13F +11,554 shares

    8.92% of the 13F portfolio, value $38,880,378.

    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 668,292 shares
    Change vs previous 13F +104,707 shares

    8.78% of the 13F portfolio, value $36,341,732.

    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 563,585 shares
    Change vs previous 13F -119,026 shares

    8.1% of the 13F portfolio, value $28,844,255.

    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 682,611 shares
    Change vs previous 13F not available

    9.41% of the 13F portfolio, value $37,331,978.

    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).