WEALTHSPAN PARTNERS, LLC: JSMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSPAN PARTNERS, LLC on JSMD, newest first. How the timeline and the estimate are built.
WEALTHSPAN PARTNERS, LLC held 3,526 JSMD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,526 sharesChange vs previous 13F -219 shares
0.11% of the 13F portfolio, value $356,991.
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 3,745 sharesChange vs previous 13F -68 shares
0.1% of the 13F portfolio, value $297,161.
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 3,813 sharesChange vs previous 13F -100 shares
0.11% of the 13F portfolio, value $310,987.
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 3,913 sharesChange vs previous 13F -428 shares
0.13% of the 13F portfolio, value $327,160.
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 4,341 sharesChange vs previous 13F -1,099 shares
0.14% of the 13F portfolio, value $337,079.
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 5,440 sharesChange vs previous 13F -1,871 shares
0.18% of the 13F portfolio, value $380,725.
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 7,311 sharesChange vs previous 13F -3,641 shares
0.26% of the 13F portfolio, value $548,825.
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 10,952 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $795,161.
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).