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WALLER FINANCIAL PLANNING GROUP, INC: SPTM position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 14,925 SPTM 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 14,925 shares
    Change vs previous 13F -354 shares

    0.28% of the 13F portfolio, value $1,373,819.

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

  2. period ended2026-06-30
    13F 15,279 shares
    Change vs previous 13F -569 shares

    0.29% of the 13F portfolio, value $1,387,184.

    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 15,848 shares
    Change vs previous 13F +319 shares

    0.28% of the 13F portfolio, value $1,252,905.

    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 15,529 shares
    Change vs previous 13F -128 shares

    0.28% of the 13F portfolio, value $1,281,160.

    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 15,657 shares
    Change vs previous 13F -36 shares

    0.29% of the 13F portfolio, value $1,262,745.

    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 15,693 shares
    Change vs previous 13F -1,182 shares

    0.28% of the 13F portfolio, value $1,175,245.

    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 16,875 shares
    Change vs previous 13F +593 shares

    0.32% of the 13F portfolio, value $1,147,653.

    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 16,282 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,162,996.

    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).