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Disclosery

Aspetuck Financial Management LLC: SPDW position timeline

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

Aspetuck Financial Management LLC held 105,510 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,510 shares
    Change vs previous 13F +1,116 shares

    3.13% of the 13F portfolio, value $5,316,649.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial 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 104,394 shares
    Change vs previous 13F +1,314 shares

    3.26% of the 13F portfolio, value $4,765,586.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial 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 103,080 shares
    Change vs previous 13F +1,949 shares

    3.07% of the 13F portfolio, value $4,577,782.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management 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 101,131 shares
    Change vs previous 13F +395 shares

    2.96% of the 13F portfolio, value $4,327,395.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management 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 100,736 shares
    Change vs previous 13F +13,537 shares

    3.07% of the 13F portfolio, value $4,078,801.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management 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 87,199 shares
    Change vs previous 13F +2,219 shares

    2.73% of the 13F portfolio, value $3,174,916.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management 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 84,980 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,900,367.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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