WEALTHSPAN PARTNERS, LLC: GRID position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSPAN PARTNERS, LLC on GRID, newest first. How the timeline and the estimate are built.
WEALTHSPAN PARTNERS, LLC held 7,196 GRID shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,196 sharesChange vs previous 13F +1,489 shares
0.43% of the 13F portfolio, value $1,379,799.
13F-HR 0001951757-26-001132 filed by WEALTHSPAN PARTNERS, 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 5,707 sharesChange vs previous 13F +1,379 shares
0.33% of the 13F portfolio, value $933,537.
13F-HR 0001951757-26-000526 filed by WEALTHSPAN PARTNERS, 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 4,328 sharesChange vs previous 13F +90 shares
0.24% of the 13F portfolio, value $662,208.
13F-HR 0001951757-26-000313 filed by WEALTHSPAN PARTNERS, 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 4,238 sharesChange vs previous 13F +969 shares
0.25% of the 13F portfolio, value $640,226.
13F-HR 0001951757-25-001242 filed by WEALTHSPAN PARTNERS, 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 3,269 sharesChange vs previous 13F +666 shares
0.19% of the 13F portfolio, value $454,456.
13F-HR 0001951757-25-000976 filed by WEALTHSPAN PARTNERS, 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 2,603 sharesChange vs previous 13F -833 shares
0.14% of the 13F portfolio, value $294,433.
13F-HR 0001951757-25-000383 filed by WEALTHSPAN PARTNERS, 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 3,436 sharesChange vs previous 13F +10 shares
0.2% of the 13F portfolio, value $410,080.
13F-HR 0001951757-25-000130 filed by WEALTHSPAN PARTNERS, 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 3,426 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $435,919.
13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).