Woodside Wealth Management LLC: SPSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Woodside Wealth Management LLC on SPSB, newest first. How the timeline and the estimate are built.
Woodside Wealth Management LLC held 508,464 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 508,464 sharesChange vs previous 13F +3,174 shares
10.63% of the 13F portfolio, value $15,259,005.
13F-HR 0001214659-26-008869 filed by Woodside Wealth Management 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 505,290 sharesChange vs previous 13F +25,485 shares
11.87% of the 13F portfolio, value $15,194,070.
13F-HR 0001214659-26-004566 filed by Woodside Wealth Management 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 479,805 sharesChange vs previous 13F +8,818 shares
10.81% of the 13F portfolio, value $14,490,111.
13F-HR 0002064883-26-000001 filed by Woodside Wealth Management 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 470,987 sharesChange vs previous 13F +6,136 shares
11.25% of the 13F portfolio, value $14,266,196.
13F-HR 0002064883-25-000003 filed by Woodside Wealth Management 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 464,851 sharesChange vs previous 13F -741 shares
12.08% of the 13F portfolio, value $14,033,852.
13F-HR 0002064883-25-000002 filed by Woodside Wealth Management 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 465,592 sharesChange vs previous 13F not available
12.99% of the 13F portfolio, value $14,014,319.
13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).