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Disclosery

Savant Capital, LLC: SPDW position timeline

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

Savant Capital, LLC held 3,788,921 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,788,921 shares
    Change vs previous 13F +1,878,734 shares

    0.53% of the 13F portfolio, value $181,888,019.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 1,910,187 shares
    Change vs previous 13F +34,705 shares

    0.42% of the 13F portfolio, value $87,200,045.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 1,875,482 shares
    Change vs previous 13F -79,269 shares

    0.47% of the 13F portfolio, value $83,290,152.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 1,954,751 shares
    Change vs previous 13F -80,635 shares

    0.51% of the 13F portfolio, value $83,643,797.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 2,035,386 shares
    Change vs previous 13F -49,558 shares

    0.59% of the 13F portfolio, value $82,412,789.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 2,084,944 shares
    Change vs previous 13F -147,428 shares

    0.64% of the 13F portfolio, value $75,912,815.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 2,232,372 shares
    Change vs previous 13F -95,000 shares

    0.6% of the 13F portfolio, value $76,190,853.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 2,327,372 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $87,416,103.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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