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Disclosery

New Perspectives, Inc: SPDW position timeline

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

New Perspectives, Inc held 5,990 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,990 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $301,836.

    13F-HR 0001909565-26-000005 filed by New Perspectives, Inc
    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 5,990 shares
    Change vs previous 13F -950 shares

    0.09% of the 13F portfolio, value $273,444.

    13F-HR 0001909565-26-000004 filed by New Perspectives, Inc
    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 6,940 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $308,205.

    13F-HR 0001909565-26-000001 filed by New Perspectives, Inc
    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 6,940 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $296,963.

    13F-HR 0001909565-25-000006 filed by New Perspectives, Inc
    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 6,950 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $281,406.

    13F-HR 0001909565-25-000005 filed by New Perspectives, Inc
    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 6,950 shares
    Change vs previous 13F +592 shares

    0.14% of the 13F portfolio, value $253,050.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 6,358 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $216,999.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 6,376 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $239,483.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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