Skip to content
Disclosery

Wilkins Miller Wealth Management, LLC: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilkins Miller Wealth Management, LLC on SPDW, newest first. How the timeline and the estimate are built.

Wilkins Miller Wealth Management, LLC held 140,248 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 140,248 shares
    Change vs previous 13F +362 shares

    3.98% of the 13F portfolio, value $7,041,835.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 139,886 shares
    Change vs previous 13F +2,394 shares

    3.88% of the 13F portfolio, value $7,048,838.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    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 137,492 shares
    Change vs previous 13F +3,545 shares

    3.8% of the 13F portfolio, value $6,276,512.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 133,947 shares
    Change vs previous 13F -4 shares

    3.54% of the 13F portfolio, value $5,948,633.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 133,951 shares
    Change vs previous 13F +3,745 shares

    3.55% of the 13F portfolio, value $5,724,875.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 130,206 shares
    Change vs previous 13F +3,703 shares

    3.59% of the 13F portfolio, value $5,272,082.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    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 126,503 shares
    Change vs previous 13F +116,566 shares

    3.46% of the 13F portfolio, value $4,606,039.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,937 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $339,184.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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