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Henderson Brothers Financial Partners, LLC: SPDW position timeline

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

Henderson Brothers Financial Partners, LLC held 250,263 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 250,263 shares
    Change vs previous 13F -241,764 shares

    5.97% of the 13F portfolio, value $12,610,740.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial 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 492,027 shares
    Change vs previous 13F +242,466 shares

    5.69% of the 13F portfolio, value $22,461,160.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial 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 ended2025-03-31
    13F 249,561 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $11,083,091.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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