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Disclosery

Bristlecone Advisors, LLC: SPDW position timeline

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

Bristlecone Advisors, LLC held 976,872 SPDW shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 976,872 shares
    Change vs previous 13F +23,812 shares

    3.49% of the 13F portfolio, value $41,800,334.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 953,060 shares
    Change vs previous 13F +29,131 shares

    3.24% of the 13F portfolio, value $38,589,382.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 923,929 shares
    Change vs previous 13F +6,819 shares

    2.75% of the 13F portfolio, value $33,640,254.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 917,110 shares
    Change vs previous 13F -12,612 shares

    2.44% of the 13F portfolio, value $31,300,964.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 929,722 shares
    Change vs previous 13F -9,980 shares

    2.8% of the 13F portfolio, value $34,920,368.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 939,702 shares
    Change vs previous 13F -547 shares

    2.81% of the 13F portfolio, value $32,964,756.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 940,249 shares
    Change vs previous 13F +13,248 shares

    2.96% of the 13F portfolio, value $33,698,540.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 927,001 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $31,527,300.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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