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Disclosery

WEALTHGARDEN F.S. LLC: SPYV position timeline

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

WEALTHGARDEN F.S. LLC held 64,871 SPYV 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 64,871 shares
    Change vs previous 13F +9,387 shares

    2.24% of the 13F portfolio, value $3,943,483.

    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 55,484 shares
    Change vs previous 13F -7,386 shares

    2.14% of the 13F portfolio, value $3,139,281.

    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 62,870 shares
    Change vs previous 13F +14,426 shares

    2.41% of the 13F portfolio, value $3,656,496.

    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 48,444 shares
    Change vs previous 13F +119 shares

    1.93% of the 13F portfolio, value $2,705,611.

    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 48,325 shares
    Change vs previous 13F +7,523 shares

    2.12% of the 13F portfolio, value $2,553,003.

    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 40,802 shares
    Change vs previous 13F +10,819 shares

    2% of the 13F portfolio, value $2,083,760.

    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 29,983 shares
    Change vs previous 13F +440 shares

    1.43% of the 13F portfolio, value $1,533,354.

    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 29,543 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,561,620.

    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).