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Disclosery

IFS Advisors, LLC: SPDW position timeline

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

IFS Advisors, LLC held 189,548 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,548 shares
    Change vs previous 13F +4,006 shares

    4.57% of the 13F portfolio, value $9,551,359.

    13F-HR 0001765617-26-000005 filed by IFS Advisors, 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 185,542 shares
    Change vs previous 13F +8,789 shares

    4.36% of the 13F portfolio, value $8,470,014.

    13F-HR 0001765617-26-000004 filed by IFS Advisors, 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 176,753 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $7,849,621.

    13F-HR 0001765617-26-000002 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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