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Disclosery

4WEALTH ADVISORS, INC.: SPDW position timeline

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

4WEALTH ADVISORS, INC. held 11,360 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,360 shares
    Change vs previous 13F +309 shares

    0.4% of the 13F portfolio, value $574,708.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,051 shares
    Change vs previous 13F +276 shares

    0.42% of the 13F portfolio, value $553,638.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,775 shares
    Change vs previous 13F +390 shares

    0.41% of the 13F portfolio, value $476,139.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,385 shares
    Change vs previous 13F +352 shares

    0.4% of the 13F portfolio, value $461,190.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,033 shares
    Change vs previous 13F -328 shares

    0.4% of the 13F portfolio, value $429,292.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,361 shares
    Change vs previous 13F +1,081 shares

    0.44% of the 13F portfolio, value $419,498.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,280 shares
    Change vs previous 13F -2,569 shares

    0.37% of the 13F portfolio, value $337,883.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,849 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $404,405.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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