WEALTHGARDEN F.S. LLC: YSEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHGARDEN F.S. LLC on YSEP, newest first. How the timeline and the estimate are built.
WEALTHGARDEN F.S. LLC held 24,656 YSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 24,656 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $679,013.
13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,656 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $645,245.
13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,656 sharesChange vs previous 13F +3,643 shares
0.43% of the 13F portfolio, value $657,070.
13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,013 sharesChange vs previous 13F +4,822 shares
0.39% of the 13F portfolio, value $540,232.
13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,191 sharesChange vs previous 13F -50 shares
0.32% of the 13F portfolio, value $388,998.
13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,241 sharesChange vs previous 13F +176 shares
0.35% of the 13F portfolio, value $369,148.
13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,065 sharesChange vs previous 13F +6,953 shares
0.33% of the 13F portfolio, value $348,601.
13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 9,112 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $207,938.
13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).