Skip to content
Disclosery

FIDELIS CAPITAL PARTNERS, LLC: SPDW position timeline

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

FIDELIS CAPITAL PARTNERS, LLC held 95,734 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,734 shares
    Change vs previous 13F -30 shares

    0.28% of the 13F portfolio, value $4,824,036.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, 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 95,764 shares
    Change vs previous 13F -3,830 shares

    0.31% of the 13F portfolio, value $4,371,627.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, 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 99,594 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $4,422,970.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, 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 99,594 shares
    Change vs previous 13F -3,009 shares

    0.33% of the 13F portfolio, value $4,261,627.

    13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, 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 102,603 shares
    Change vs previous 13F +19,338 shares

    0.38% of the 13F portfolio, value $4,177,994.

    13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, 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 83,265 shares
    Change vs previous 13F -381 shares

    0.33% of the 13F portfolio, value $3,125,768.

    13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, 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 83,646 shares
    Change vs previous 13F +66,592 shares

    0.29% of the 13F portfolio, value $2,946,012.

    13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, 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 17,054 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $613,262.

    13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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