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Disclosery

WEALTHGARDEN F.S. LLC: SPDW position timeline

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

WEALTHGARDEN F.S. LLC held 9,162 SPDW 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 9,162 shares
    Change vs previous 13F +15 shares

    0.26% of the 13F portfolio, value $461,673.

    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 9,147 shares
    Change vs previous 13F +277 shares

    0.28% of the 13F portfolio, value $417,561.

    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 8,870 shares
    Change vs previous 13F +1,522 shares

    0.27% of the 13F portfolio, value $416,180.

    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 7,348 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $321,328.

    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).