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Disclosery

WLTH Capital Management, LLC: SPDW position timeline

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

WLTH Capital Management, LLC held 63,454 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,454 shares
    Change vs previous 13F -1,252 shares

    2.05% of the 13F portfolio, value $3,197,447.

    13F-HR 0001951757-26-000951 filed by WLTH Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F/A 64,706 shares
    Change vs previous 13F -737 shares

    2.32% of the 13F portfolio, value $2,953,829.

    13F-HR/A 0001951757-26-000585 filed by WLTH Capital 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 ended2025-12-31
    13F 65,443 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,194,927.

    13F-HR 0001951757-26-000486 filed by WLTH Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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