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Disclosery

WEALTHGARDEN F.S. LLC: SPY position timeline

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

WEALTHGARDEN F.S. LLC held 1,245 SPY 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 1,245 shares
    Change vs previous 13F +485 shares

    0.53% of the 13F portfolio, value $930,092.

    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 760 shares
    Change vs previous 13F -42 shares

    0.34% of the 13F portfolio, value $494,258.

    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 802 shares
    Change vs previous 13F -84 shares

    0.37% of the 13F portfolio, value $555,569.

    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 886 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $594,772.

    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 886 shares
    Change vs previous 13F +142 shares

    0.46% of the 13F portfolio, value $560,023.

    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 744 shares
    Change vs previous 13F +73 shares

    0.4% of the 13F portfolio, value $416,186.

    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 671 shares
    Change vs previous 13F +128 shares

    0.37% of the 13F portfolio, value $393,260.

    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 543 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $311,552.

    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).