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Disclosery

TRUEFG, LLC: SPDW position timeline

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

TRUEFG, LLC held 1,384,914 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,384,914 shares
    Change vs previous 13F +6,625 shares

    16.3% of the 13F portfolio, value $69,785,814.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 1,378,289 shares
    Change vs previous 13F -6,919 shares

    16.68% of the 13F portfolio, value $62,918,895.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 1,385,208 shares
    Change vs previous 13F -7,472 shares

    16.51% of the 13F portfolio, value $61,517,089.

    13F-HR 0001214659-26-000715 filed by TRUEFG, 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 1,392,680 shares
    Change vs previous 13F +22,893 shares

    16.46% of the 13F portfolio, value $59,592,768.

    13F-HR 0001214659-25-016013 filed by TRUEFG, 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 1,369,787 shares
    Change vs previous 13F +14,315 shares

    16.48% of the 13F portfolio, value $55,462,673.

    13F-HR 0001214659-25-012296 filed by TRUEFG, 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 1,355,472 shares
    Change vs previous 13F -33,003 shares

    16.24% of the 13F portfolio, value $49,352,721.

    13F-HR 0001214659-25-005852 filed by TRUEFG, 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 1,388,475 shares
    Change vs previous 13F +68,082 shares

    15.47% of the 13F portfolio, value $47,388,638.

    13F-HR 0001214659-25-000587 filed by TRUEFG, 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 1,320,393 shares
    Change vs previous 13F not available

    16.21% of the 13F portfolio, value $49,593,952.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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