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Disclosery

River Street Advisors LLC: SPDW position timeline

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

River Street Advisors LLC held 36,533 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,533 shares
    Change vs previous 13F +5,781 shares

    0.54% of the 13F portfolio, value $1,840,881.

    13F-HR 0001964897-26-000003 filed by River Street Advisors 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 30,752 shares
    Change vs previous 13F +1,281 shares

    0.47% of the 13F portfolio, value $1,403,814.

    13F-HR 0001964897-26-000002 filed by River Street Advisors 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 29,471 shares
    Change vs previous 13F +1,628 shares

    0.49% of the 13F portfolio, value $1,308,792.

    13F-HR 0001964897-26-000001 filed by River Street Advisors 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 27,843 shares
    Change vs previous 13F +621 shares

    0.46% of the 13F portfolio, value $1,191,388.

    13F-HR 0001964897-25-000010 filed by River Street Advisors 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 27,222 shares
    Change vs previous 13F +2,288 shares

    0.47% of the 13F portfolio, value $1,102,205.

    13F-HR 0001964897-25-000004 filed by River Street Advisors 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 24,934 shares
    Change vs previous 13F +1,044 shares

    0.45% of the 13F portfolio, value $907,835.

    13F-HR 0001964897-25-000002 filed by River Street Advisors 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 23,890 shares
    Change vs previous 13F +2,266 shares

    0.42% of the 13F portfolio, value $815,355.

    13F-HR 0001964897-25-000001 filed by River Street Advisors 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 21,624 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $812,186.

    13F-HR 0000903783-24-000007 filed by River Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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