Hughes Financial Services, LLC: SPDW position timeline

Hughes Financial Services, LLC held 124,710 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 124,710 shares

   Change vs previous 13F -1,463 shares

   0.83% of the 13F portfolio, value $6,284,137.

   13F-HR 0002054465-26-000003 filed by Hughes Financial Services, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 126,173 shares

   Change vs previous 13F -4,278 shares

   0.88% of the 13F portfolio, value $5,759,797.

   13F-HR 0002054465-26-000002 filed by Hughes Financial Services, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 130,451 shares

   Change vs previous 13F -1,080 shares

   0.91% of the 13F portfolio, value $5,793,329.

   13F-HR 0002054465-26-000001 filed by Hughes Financial Services, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 131,531 shares

   Change vs previous 13F -1,597 shares

   0.92% of the 13F portfolio, value $5,759,742.

   13F-HR 0002054465-25-000005 filed by Hughes Financial Services, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 133,128 shares

   Change vs previous 13F -12,593 shares

   0.93% of the 13F portfolio, value $5,420,972.

   13F-HR 0002054465-25-000004 filed by Hughes Financial Services, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 145,721 shares

   Change vs previous 13F -1,732 shares

   1.04% of the 13F portfolio, value $5,323,188.

   13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 147,453 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $5,032,571.

   13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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