BRIAN LOW FINANCIAL GROUP, LLC: SPDW position timeline

BRIAN LOW FINANCIAL GROUP, LLC held 9,510 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,510 shares

   Change vs previous 13F +406 shares

   0.28% of the 13F portfolio, value $479,220.

   13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,104 shares

   Change vs previous 13F +844 shares

   0.28% of the 13F portfolio, value $415,601.

   13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,260 shares

   Change vs previous 13F +1,463 shares

   0.26% of the 13F portfolio, value $366,830.

   13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,797 shares

   Change vs previous 13F +830 shares

   0.23% of the 13F portfolio, value $290,856.

   13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,967 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $241,615.

   13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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