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Disclosery

Wedmont Private Capital: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on SPDW, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 43,372 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,372 shares
    Change vs previous 13F -5,282 shares

    0.05% of the 13F portfolio, value $2,153,872.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,654 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $2,446,828.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 48,645 shares
    Change vs previous 13F +287 shares

    0.08% of the 13F portfolio, value $2,347,589.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 48,358 shares
    Change vs previous 13F +5,495 shares

    0.08% of the 13F portfolio, value $2,197,854.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 42,863 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,855,965.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 42,863 shares
    Change vs previous 13F -599 shares

    0.07% of the 13F portfolio, value $1,744,521.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 43,462 shares
    Change vs previous 13F +7,204 shares

    0.08% of the 13F portfolio, value $1,536,804.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 36,258 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,229,859.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).