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Disclosery

JRM Investment Counsel, LLC: SPDW position timeline

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

JRM Investment Counsel, LLC held 83,898 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 83,898 shares
    Change vs previous 13F -6,205 shares

    1.02% of the 13F portfolio, value $4,227,637.

    13F-HR 0001631084-26-000003 filed by JRM Investment Counsel, 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 90,103 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $4,113,201.

    13F-HR 0001631084-26-000002 filed by JRM Investment Counsel, 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 90,103 shares
    Change vs previous 13F +1,190 shares

    1.16% of the 13F portfolio, value $4,001,473.

    13F-HR 0001631084-26-000001 filed by JRM Investment Counsel, 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 88,913 shares
    Change vs previous 13F -1,938 shares

    1.14% of the 13F portfolio, value $3,804,602.

    13F-HR 0001631084-25-000006 filed by JRM Investment Counsel, 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 90,851 shares
    Change vs previous 13F +1,128 shares

    1.18% of the 13F portfolio, value $3,678,552.

    13F-HR 0001631084-25-000003 filed by JRM Investment Counsel, 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 89,723 shares
    Change vs previous 13F -19,000 shares

    1.11% of the 13F portfolio, value $3,266,828.

    13F-HR 0001631084-25-000002 filed by JRM Investment Counsel, 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 108,723 shares
    Change vs previous 13F -619 shares

    1.31% of the 13F portfolio, value $3,710,729.

    13F-HR 0001631084-25-000001 filed by JRM Investment Counsel, 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 109,342 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $4,106,871.

    13F-HR 0001631084-24-000011 filed by JRM Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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