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Disclosery

Wrenne Financial Planning LLC: SPDW position timeline

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

Wrenne Financial Planning LLC held 213,495 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,495 shares
    Change vs previous 13F -17,403 shares

    3.63% of the 13F portfolio, value $10,757,990.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial Planning 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 230,898 shares
    Change vs previous 13F +5,005 shares

    4.13% of the 13F portfolio, value $10,540,509.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning 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 225,893 shares
    Change vs previous 13F -1,349 shares

    4.08% of the 13F portfolio, value $10,031,923.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 227,242 shares
    Change vs previous 13F +11,468 shares

    4.16% of the 13F portfolio, value $9,723,701.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 215,774 shares
    Change vs previous 13F +27,768 shares

    4.09% of the 13F portfolio, value $8,736,716.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 188,006 shares
    Change vs previous 13F +3,240 shares

    3.64% of the 13F portfolio, value $6,845,323.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 184,766 shares
    Change vs previous 13F +23,546 shares

    3.59% of the 13F portfolio, value $6,306,052.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 161,220 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $6,055,410.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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