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WALLER FINANCIAL PLANNING GROUP, INC: SPTI position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 44,545 SPTI 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 44,545 shares
    Change vs previous 13F +948 shares

    0.25% of the 13F portfolio, value $1,215,188.

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

  2. period ended2026-06-30
    13F 43,597 shares
    Change vs previous 13F +1,803 shares

    0.25% of the 13F portfolio, value $1,237,713.

    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 41,794 shares
    Change vs previous 13F +26 shares

    0.26% of the 13F portfolio, value $1,197,804.

    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 41,768 shares
    Change vs previous 13F +2,417 shares

    0.27% of the 13F portfolio, value $1,204,602.

    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 39,351 shares
    Change vs previous 13F +1,074 shares

    0.26% of the 13F portfolio, value $1,137,248.

    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 38,277 shares
    Change vs previous 13F -2,387 shares

    0.27% of the 13F portfolio, value $1,101,228.

    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 40,664 shares
    Change vs previous 13F -831 shares

    0.33% of the 13F portfolio, value $1,162,170.

    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 41,495 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,156,869.

    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).