Skip to content
Disclosery

Truepoint, Inc.: SPDW position timeline

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

Truepoint, Inc. held 172,268 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,268 shares
    Change vs previous 13F -19,043 shares

    0.18% of the 13F portfolio, value $8,680,601.

    13F-HR 0001765380-26-000257 filed by Truepoint, 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 191,311 shares
    Change vs previous 13F -22,446 shares

    0.19% of the 13F portfolio, value $8,733,344.

    13F-HR 0001765380-26-000192 filed by Truepoint, 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 213,757 shares
    Change vs previous 13F -2,581 shares

    0.21% of the 13F portfolio, value $9,492,938.

    13F-HR 0001765380-26-000107 filed by Truepoint, 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 216,338 shares
    Change vs previous 13F +24 shares

    0.22% of the 13F portfolio, value $9,257,101.

    13F-HR 0001765380-25-000491 filed by Truepoint, 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 216,314 shares
    Change vs previous 13F +140,575 shares

    0.22% of the 13F portfolio, value $8,758,564.

    13F-HR 0001765380-25-000316 filed by Truepoint, 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 75,739 shares
    Change vs previous 13F -30,289 shares

    0.07% of the 13F portfolio, value $2,757,644.

    13F-HR 0001765380-25-000212 filed by Truepoint, 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 106,028 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,618,729.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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