Valtinson Bruner Financial Planning LLC: SPDW position timeline

Valtinson Bruner Financial Planning LLC held 236,479 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 236,479 shares

   Change vs previous 13F +8,492 shares

   2.99% of the 13F portfolio, value $11,916,162.

   13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 227,987 shares

   Change vs previous 13F +20,281 shares

   2.86% of the 13F portfolio, value $10,407,586.

   13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 207,706 shares

   Change vs previous 13F +10,575 shares

   2.65% of the 13F portfolio, value $9,224,225.

   13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 197,131 shares

   Change vs previous 13F +19,683 shares

   2.5% of the 13F portfolio, value $8,435,248.

   13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 177,448 shares

   Change vs previous 13F -127,886 shares

   2.25% of the 13F portfolio, value $7,184,860.

   13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 305,334 shares

   Change vs previous 13F +88,977 shares

   3.76% of the 13F portfolio, value $11,117,211.

   13F-HR 0001761450-25-000002 filed by Valtinson Bruner Financial Planning LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 216,357 shares

   Change vs previous 13F -29,850 shares

   2.58% of the 13F portfolio, value $7,384,264.

   13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 246,207 shares

   Change vs previous 13F not available

   3.22% of the 13F portfolio, value $9,247,535.

   13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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