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Kraft, Davis & Associates, LLC: SPDW position timeline

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

Kraft, Davis & Associates, LLC held 15,742 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,742 shares
    Change vs previous 13F -2,176 shares

    0.16% of the 13F portfolio, value $779,972.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 17,918 shares
    Change vs previous 13F -11,471 shares

    0.19% of the 13F portfolio, value $877,621.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 29,389 shares
    Change vs previous 13F +1,854 shares

    0.3% of the 13F portfolio, value $1,348,487.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 27,535 shares
    Change vs previous 13F +1,770 shares

    0.29% of the 13F portfolio, value $1,203,127.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 25,765 shares
    Change vs previous 13F -94,020 shares

    0.29% of the 13F portfolio, value $1,046,811.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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 119,785 shares
    Change vs previous 13F +113,625 shares

    1.42% of the 13F portfolio, value $4,416,471.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 6,160 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $222,899.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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