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Disclosery

WEALTHGARDEN F.S. LLC: SPYM position timeline

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

WEALTHGARDEN F.S. LLC held 27,488 SPYM 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 27,488 shares
    Change vs previous 13F +6,728 shares

    1.37% of the 13F portfolio, value $2,415,649.

    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 20,760 shares
    Change vs previous 13F +6,525 shares

    1.08% of the 13F portfolio, value $1,589,005.

    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 14,235 shares
    Change vs previous 13F +967 shares

    0.77% of the 13F portfolio, value $1,160,300.

    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 13,268 shares
    Change vs previous 13F +1,860 shares

    0.75% of the 13F portfolio, value $1,047,770.

    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 11,408 shares
    Change vs previous 13F -5,713 shares

    0.7% of the 13F portfolio, value $848,066.

    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 17,121 shares
    Change vs previous 13F -14,719 shares

    1.08% of the 13F portfolio, value $1,125,877.

    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 31,840 shares
    Change vs previous 13F +4,149 shares

    2.05% of the 13F portfolio, value $2,195,083.

    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 27,691 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $1,869,391.

    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).