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Disclosery

WEALTHGARDEN F.S. LLC: SPMO position timeline

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

WEALTHGARDEN F.S. LLC held 11,810 SPMO 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 11,810 shares
    Change vs previous 13F +541 shares

    1.08% of the 13F portfolio, value $1,907,729.

    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 11,269 shares
    Change vs previous 13F +357 shares

    0.86% of the 13F portfolio, value $1,263,354.

    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 10,912 shares
    Change vs previous 13F +3,892 shares

    0.85% of the 13F portfolio, value $1,296,623.

    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 7,020 shares
    Change vs previous 13F -472 shares

    0.61% of the 13F portfolio, value $851,104.

    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 7,492 shares
    Change vs previous 13F -422 shares

    0.72% of the 13F portfolio, value $866,714.

    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 7,914 shares
    Change vs previous 13F -316 shares

    0.7% of the 13F portfolio, value $732,284.

    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 8,230 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $781,961.

    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).