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Disclosery

Ervin Investment Management, LLC: SPDW position timeline

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

Ervin Investment Management, LLC held 120,510 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,510 shares
    Change vs previous 13F +6,422 shares

    3.3% of the 13F portfolio, value $6,072,481.

    13F-HR 0001907802-26-000005 filed by Ervin Investment Management, 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 114,088 shares
    Change vs previous 13F +4,535 shares

    3.05% of the 13F portfolio, value $5,208,124.

    13F-HR 0001907802-26-000003 filed by Ervin Investment Management, 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/A 109,553 shares
    Change vs previous 13F +2,767 shares

    2.73% of the 13F portfolio, value $4,865,255.

    13F-HR/A 0001907802-26-000002 filed by Ervin Investment Management, 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 106,786 shares
    Change vs previous 13F +1,170 shares

    2.62% of the 13F portfolio, value $4,569,383.

    13F-HR 0001907802-25-000006 filed by Ervin Investment Management, 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 105,616 shares
    Change vs previous 13F +6,213 shares

    2.68% of the 13F portfolio, value $4,276,401.

    13F-HR 0001907802-25-000005 filed by Ervin Investment Management, 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 99,403 shares
    Change vs previous 13F +5,776 shares

    2.44% of the 13F portfolio, value $3,619,272.

    13F-HR 0001907802-25-000003 filed by Ervin Investment Management, 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 93,627 shares
    Change vs previous 13F +5,661 shares

    2.06% of the 13F portfolio, value $3,195,497.

    13F-HR 0001907802-25-000001 filed by Ervin Investment Management, 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 87,966 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,304,003.

    13F-HR 0001907802-24-000005 filed by Ervin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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