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Disclosery

WEALTHGARDEN F.S. LLC: JULW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHGARDEN F.S. LLC on JULW, newest first. How the timeline and the estimate are built.

WEALTHGARDEN F.S. LLC held 35,791 JULW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,791 shares
    Change vs previous 13F -10 shares

    0.83% of the 13F portfolio, value $1,460,971.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,801 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,389,481.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,801 shares
    Change vs previous 13F -248 shares

    0.93% of the 13F portfolio, value $1,410,900.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,049 shares
    Change vs previous 13F -14,349 shares

    0.99% of the 13F portfolio, value $1,388,410.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,398 shares
    Change vs previous 13F -1,439 shares

    1.57% of the 13F portfolio, value $1,890,030.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,837 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $1,786,628.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,837 shares
    Change vs previous 13F -2,144 shares

    1.7% of the 13F portfolio, value $1,817,658.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 53,981 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $1,864,427.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).