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Disclosery

Mason & Associates, LLC: SPDW position timeline

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

Mason & Associates, LLC held 388,895 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 388,895 shares
    Change vs previous 13F +4,986 shares

    4.08% of the 13F portfolio, value $19,596,419.

    13F-HR 0001754960-26-000510 filed by Mason & 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 383,909 shares
    Change vs previous 13F -16,215 shares

    4.01% of the 13F portfolio, value $17,525,446.

    13F-HR 0001754960-26-000303 filed by Mason & 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 400,124 shares
    Change vs previous 13F -2,310 shares

    4.04% of the 13F portfolio, value $17,769,507.

    13F-HR 0001754960-26-000098 filed by Mason & 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 402,434 shares
    Change vs previous 13F +5 shares

    4.09% of the 13F portfolio, value $16,294,553.

    13F-HR 0001754960-25-000746 filed by Mason & 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 402,429 shares
    Change vs previous 13F +3,648 shares

    4.09% of the 13F portfolio, value $16,294,350.

    13F-HR 0001754960-25-000508 filed by Mason & 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 398,781 shares
    Change vs previous 13F +36,061 shares

    4.18% of the 13F portfolio, value $14,519,616.

    13F-HR 0001754960-25-000175 filed by Mason & 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 362,720 shares
    Change vs previous 13F +21,887 shares

    3.7% of the 13F portfolio, value $12,379,634.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, 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 340,833 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $12,801,687.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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