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Disclosery

Rodgers & Associates, LTD: SPDW position timeline

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

Rodgers & Associates, LTD held 349,364 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 349,364 shares
    Change vs previous 13F -11,013 shares

    1.6% of the 13F portfolio, value $17,604,475.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 360,377 shares
    Change vs previous 13F -6,291 shares

    1.67% of the 13F portfolio, value $16,451,211.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 366,668 shares
    Change vs previous 13F +4,311 shares

    1.65% of the 13F portfolio, value $16,283,727.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 362,357 shares
    Change vs previous 13F -870 shares

    1.6% of the 13F portfolio, value $15,505,249.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 363,227 shares
    Change vs previous 13F -345 shares

    1.62% of the 13F portfolio, value $14,707,055.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 363,572 shares
    Change vs previous 13F +21,788 shares

    1.61% of the 13F portfolio, value $13,237,649.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 341,784 shares
    Change vs previous 13F +29,413 shares

    1.39% of the 13F portfolio, value $11,665,081.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 312,371 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $11,732,671.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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