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FWG Investments, LLC.: SPDW position timeline

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

FWG Investments, LLC. held 19,634 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,634 shares
    Change vs previous 13F -2,955 shares

    0.52% of the 13F portfolio, value $989,375.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 22,589 shares
    Change vs previous 13F -2,747 shares

    0.66% of the 13F portfolio, value $1,031,181.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 25,336 shares
    Change vs previous 13F -210 shares

    0.72% of the 13F portfolio, value $1,125,172.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 25,546 shares
    Change vs previous 13F -6,808 shares

    0.75% of the 13F portfolio, value $1,093,102.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 32,354 shares
    Change vs previous 13F -4,996 shares

    1% of the 13F portfolio, value $1,310,024.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 37,350 shares
    Change vs previous 13F -10,382 shares

    1.6% of the 13F portfolio, value $1,359,927.

    13F-HR 0001944877-25-000009 filed by FWG Investments, 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 47,732 shares
    Change vs previous 13F +384 shares

    1.27% of the 13F portfolio, value $1,629,098.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 47,348 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,778,375.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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