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Disclosery

Cooksen Wealth, LLC: SPDW position timeline

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

Cooksen Wealth, LLC held 87,309 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 87,309 shares
    Change vs previous 13F +2,730 shares

    2.77% of the 13F portfolio, value $4,399,508.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 84,579 shares
    Change vs previous 13F +2,629 shares

    2.8% of the 13F portfolio, value $3,861,029.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 81,950 shares
    Change vs previous 13F -209 shares

    2.66% of the 13F portfolio, value $3,639,398.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 82,159 shares
    Change vs previous 13F +1,174 shares

    2.62% of the 13F portfolio, value $3,515,603.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 80,985 shares
    Change vs previous 13F +5,451 shares

    2.63% of the 13F portfolio, value $3,279,101.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 75,534 shares
    Change vs previous 13F -2,094 shares

    2.75% of the 13F portfolio, value $2,707,139.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 77,628 shares
    Change vs previous 13F +1,834 shares

    2.44% of the 13F portfolio, value $2,649,444.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 75,794 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $2,846,823.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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