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Disclosery

ERn Financial, LLC: SPDW position timeline

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

ERn Financial, LLC held 652,818 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 652,818 shares
    Change vs previous 13F -2,970 shares

    5.44% of the 13F portfolio, value $32,895,478.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 655,788 shares
    Change vs previous 13F -28,365 shares

    5.63% of the 13F portfolio, value $29,936,708.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 684,153 shares
    Change vs previous 13F +6,103 shares

    5.71% of the 13F portfolio, value $30,383,245.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 678,050 shares
    Change vs previous 13F +10,168 shares

    5.73% of the 13F portfolio, value $29,013,748.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 667,882 shares
    Change vs previous 13F -41,959 shares

    5.71% of the 13F portfolio, value $27,042,532.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 709,841 shares
    Change vs previous 13F +28,728 shares

    4.08% of the 13F portfolio, value $25,845,299.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 681,113 shares
    Change vs previous 13F +31,933 shares

    3.49% of the 13F portfolio, value $23,246,376.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 649,180 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $24,383,189.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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