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Collier Financial: SPDW position timeline

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

Collier Financial held 210,651 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,651 shares
    Change vs previous 13F -1,222 shares

    7.26% of the 13F portfolio, value $10,614,724.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 211,873 shares
    Change vs previous 13F -4,634 shares

    7.38% of the 13F portfolio, value $9,672,001.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 216,507 shares
    Change vs previous 13F -9,487 shares

    7.22% of the 13F portfolio, value $9,615,086.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 225,994 shares
    Change vs previous 13F -10,823 shares

    7.27% of the 13F portfolio, value $9,670,302.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 236,817 shares
    Change vs previous 13F +194,732 shares

    7.33% of the 13F portfolio, value $8,622,516.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 42,085 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,436,356.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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