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Disclosery

Richmond Investment Services, LLC: SPDW position timeline

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

Richmond Investment Services, LLC held 90,283 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,283 shares
    Change vs previous 13F -78,321 shares

    1.44% of the 13F portfolio, value $4,549,334.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 168,604 shares
    Change vs previous 13F -3,663 shares

    1.24% of the 13F portfolio, value $7,696,928.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 172,267 shares
    Change vs previous 13F +17,022 shares

    1.32% of the 13F portfolio, value $7,650,538.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 155,245 shares
    Change vs previous 13F +39,249 shares

    1.24% of the 13F portfolio, value $6,642,925.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 115,996 shares
    Change vs previous 13F +98,664 shares

    0.99% of the 13F portfolio, value $4,696,661.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 17,332 shares
    Change vs previous 13F +10,571 shares

    0.34% of the 13F portfolio, value $631,074.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 6,761 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $230,770.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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