Laurel Wealth Planning LLC DGS holdings history
WISDOMTREE EM SMALL CAP · CUSIP 97717W281 · CIK 1842010
As of 2025-03-31, Laurel Wealth Planning LLC reported 4.76K DGS (shares), valued at $230.05K, or 0.15% of its reported non-derivative portfolio. Filed 2025-04-24.
Verify history & sources →Shares decreased 95.61%; reported value decreased 95.66%, and weight changed -3.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 0.15% | 4,762 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 3.42% | 108,409 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 4.28% | 121,961 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 4.62% | 129,154 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 4.23% | 125,238 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 4.01% | 113,450 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 0.69% | 19,060 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.69% | 19,060 | $882.00K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 4.01% | 113,450 | $5.66M | Shares increased 495.23%; reported value increased 542.06%, and weight changed +3.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 4.23% | 125,238 | $6.37M | Shares increased 10.39%; reported value increased 12.48%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 4.62% | 129,154 | $6.64M | Shares increased 3.13%; reported value increased 4.30%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 4.28% | 121,961 | $6.55M | Shares decreased 5.57%; reported value decreased 1.43%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 3.42% | 108,409 | $5.30M | Shares decreased 11.11%; reported value decreased 19.03%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 0.15% | 4,762 | $230.05K | Shares decreased 95.61%; reported value decreased 95.66%, and weight changed -3.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.