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Disclosery

Telos Capital Management, Inc.: SPDW position timeline

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

Telos Capital Management, Inc. held 5,589 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 5,589 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $281,630.

    13F-HR 0001567889-26-000004 filed by Telos Capital Management, 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 5,657 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $258,264.

    13F-HR 0001567889-26-000002 filed by Telos Capital Management, 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 5,673 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $251,959.

    13F-HR 0001567889-26-000001 filed by Telos Capital Management, 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 5,720 shares
    Change vs previous 13F -554 shares

    0.02% of the 13F portfolio, value $244,779.

    13F-HR 0001567889-25-000005 filed by Telos Capital Management, 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 6,274 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $254,054.

    13F-HR 0001567889-25-000004 filed by Telos Capital Management, 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 6,274 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $228,454.

    13F-HR 0001567889-25-000003 filed by Telos Capital Management, 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 6,300 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $215,036.

    13F-HR 0001567889-25-000001 filed by Telos Capital Management, 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 6,440 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $241,905.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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