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Disclosery

Intrua Financial, LLC: SPDW position timeline

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

Intrua Financial, LLC held 11,725 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,725 shares
    Change vs previous 13F +748 shares

    0.06% of the 13F portfolio, value $590,823.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 10,977 shares
    Change vs previous 13F -1,306 shares

    0.05% of the 13F portfolio, value $501,100.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 12,283 shares
    Change vs previous 13F -8,545 shares

    0.06% of the 13F portfolio, value $545,488.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 20,828 shares
    Change vs previous 13F -1,620 shares

    0.1% of the 13F portfolio, value $891,219.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 22,448 shares
    Change vs previous 13F -11,173 shares

    0.13% of the 13F portfolio, value $908,909.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 33,621 shares
    Change vs previous 13F +12,360 shares

    0.19% of the 13F portfolio, value $1,224,141.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 21,261 shares
    Change vs previous 13F +13,225 shares

    0.12% of the 13F portfolio, value $725,638.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 8,036 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $301,832.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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