WEALTHGARDEN F.S. LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2023633
EL SEGUNDO, CA
Position in CWI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$239,591
+$4,387 QoQ
Shares Held
6,548
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,591 | 6,548 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $235,204 | 6,548 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $241,436 | 6,914 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $225,811 | 6,914 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $207,888 | 7,028 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $213,932 | 7,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $209,465 | 7,399 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||