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Disclosery

Financial Insights, Inc.: SPDW position timeline

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

Financial Insights, Inc. held 93,637 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,637 shares
    Change vs previous 13F -175 shares

    1.24% of the 13F portfolio, value $4,718,357.

    13F-HR 0001642058-26-000005 filed by Financial Insights, Inc.
    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 93,812 shares
    Change vs previous 13F -60 shares

    1.39% of the 13F portfolio, value $4,282,520.

    13F-HR 0001642058-26-000004 filed by Financial Insights, Inc.
    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 93,872 shares
    Change vs previous 13F -258 shares

    1.4% of the 13F portfolio, value $4,168,858.

    13F-HR 0001085146-26-000292 filed by Financial Insights, Inc.
    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 94,130 shares
    Change vs previous 13F -402 shares

    1.33% of the 13F portfolio, value $4,027,809.

    13F-HR 0001085146-26-000291 filed by Financial Insights, Inc.
    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 94,532 shares
    Change vs previous 13F -2,035 shares

    1.4% of the 13F portfolio, value $3,827,588.

    13F-HR 0001085146-25-004028 filed by Financial Insights, Inc.
    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 96,567 shares
    Change vs previous 13F -4,046 shares

    1.4% of the 13F portfolio, value $3,516,013.

    13F-HR 0001085146-25-002342 filed by Financial Insights, Inc.
    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 100,613 shares
    Change vs previous 13F -6,209 shares

    1.27% of the 13F portfolio, value $3,433,930.

    13F-HR 0001085146-25-001806 filed by Financial Insights, Inc.
    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 106,822 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,012,234.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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