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Disclosery

Great Diamond Partners, LLC: SPDW position timeline

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

Great Diamond Partners, LLC held 35,354 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,354 shares
    Change vs previous 13F +1,540 shares

    0.31% of the 13F portfolio, value $1,781,488.

    13F-HR 0001172661-26-002658 filed by Great Diamond 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 33,814 shares
    Change vs previous 13F +7,716 shares

    0.3% of the 13F portfolio, value $1,543,609.

    13F-HR 0001172661-26-001739 filed by Great Diamond 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 26,098 shares
    Change vs previous 13F -7,207 shares

    0.22% of the 13F portfolio, value $1,159,012.

    13F-HR 0001172661-26-000514 filed by Great Diamond 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 33,305 shares
    Change vs previous 13F +8,954 shares

    0.28% of the 13F portfolio, value $1,425,121.

    13F-HR 0001172661-25-004336 filed by Great Diamond 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 24,351 shares
    Change vs previous 13F +469 shares

    0.21% of the 13F portfolio, value $985,972.

    13F-HR 0001172661-25-003158 filed by Great Diamond 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 23,882 shares
    Change vs previous 13F +1,371 shares

    0.24% of the 13F portfolio, value $869,544.

    13F-HR 0001172661-25-001768 filed by Great Diamond 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 22,511 shares
    Change vs previous 13F +2,075 shares

    0.2% of the 13F portfolio, value $768,300.

    13F-HR 0001172661-25-000333 filed by Great Diamond 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 20,436 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $767,576.

    13F-HR 0001172661-24-004362 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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