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WALLER FINANCIAL PLANNING GROUP, INC: SPSM position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 201,879 SPSM 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 201,879 shares
    Change vs previous 13F -8,488 shares

    2.17% of the 13F portfolio, value $10,671,344.

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

  2. period ended2026-06-30
    13F 210,367 shares
    Change vs previous 13F -11,696 shares

    2.5% of the 13F portfolio, value $12,131,847.

    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 222,063 shares
    Change vs previous 13F -13,195 shares

    2.37% of the 13F portfolio, value $10,730,086.

    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 235,258 shares
    Change vs previous 13F -604,149 shares

    2.45% of the 13F portfolio, value $11,024,204.

    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 839,407 shares
    Change vs previous 13F +11,945 shares

    8.92% of the 13F portfolio, value $38,881,330.

    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 827,462 shares
    Change vs previous 13F +159,189 shares

    8.52% of the 13F portfolio, value $35,249,879.

    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 668,273 shares
    Change vs previous 13F -144,084 shares

    7.65% of the 13F portfolio, value $27,238,812.

    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 812,357 shares
    Change vs previous 13F not available

    9.2% of the 13F portfolio, value $36,491,077.

    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).