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Disclosery

Investments & Financial Planning, LLC: SPDW position timeline

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

Investments & Financial Planning, LLC held 8,231 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 8,231 shares
    Change vs previous 13F -264 shares

    0.2% of the 13F portfolio, value $414,754.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 8,495 shares
    Change vs previous 13F -548 shares

    0.21% of the 13F portfolio, value $387,783.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 9,043 shares
    Change vs previous 13F -662 shares

    0.22% of the 13F portfolio, value $401,586.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 9,705 shares
    Change vs previous 13F -1,860 shares

    0.22% of the 13F portfolio, value $415,295.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 11,565 shares
    Change vs previous 13F -36 shares

    0.27% of the 13F portfolio, value $468,274.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 11,601 shares
    Change vs previous 13F +1,058 shares

    0.27% of the 13F portfolio, value $422,410.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 10,543 shares
    Change vs previous 13F -271 shares

    0.22% of the 13F portfolio, value $359,849.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 10,814 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $406,160.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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