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Edmonds Duncan Registered Investment Advisors, LLC: SPDW position timeline

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

Edmonds Duncan Registered Investment Advisors, LLC held 906,065 SPDW shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 906,065 shares
    Change vs previous 13F +53,903 shares

    7.45% of the 13F portfolio, value $34,031,818.

    13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment 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 ended2024-06-30
    13F 852,162 shares
    Change vs previous 13F -20,480 shares

    7.29% of the 13F portfolio, value $29,893,858.

    13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment 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 ended2024-03-31
    13F 872,642 shares
    Change vs previous 13F +9,867 shares

    7.85% of the 13F portfolio, value $31,275,501.

    13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment 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 ended2023-12-31
    13F 862,775 shares
    Change vs previous 13F -7,714,314 shares

    7.62% of the 13F portfolio, value $29,342,989.

    13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment 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 ended2023-09-30
    13F 8,577,089 shares
    Change vs previous 13F +7,784,225 shares

    7.47% of the 13F portfolio, value $26,597,544.

    13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment 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 ended2023-06-30
    13F 792,864 shares
    Change vs previous 13F +19,205 shares

    7.75% of the 13F portfolio, value $25,799,798.

    13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment 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 ended2023-03-31
    13F 773,659 shares
    Change vs previous 13F +2,869 shares

    7.69% of the 13F portfolio, value $24,849,933.

    13F-HR 0001668155-23-000002 filed by Edmonds Duncan Registered Investment 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 ended2022-12-31
    13F 770,790 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $22,884,761.

    13F-HR 0001668155-23-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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