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Disclosery

4WEALTH ADVISORS, INC.: SPIB position timeline

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

4WEALTH ADVISORS, INC. held 7,547 SPIB 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 7,547 shares
    Change vs previous 13F -84 shares

    0.17% of the 13F portfolio, value $243,768.

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

  2. period ended2026-06-30
    13F 7,631 shares
    Change vs previous 13F -39 shares

    0.2% of the 13F portfolio, value $256,005.

    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 7,670 shares
    Change vs previous 13F -2,311 shares

    0.22% of the 13F portfolio, value $256,256.

    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 9,981 shares
    Change vs previous 13F -86 shares

    0.29% of the 13F portfolio, value $337,448.

    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 10,067 shares
    Change vs previous 13F -2,219 shares

    0.32% of the 13F portfolio, value $341,173.

    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 12,286 shares
    Change vs previous 13F -761 shares

    0.43% of the 13F portfolio, value $412,550.

    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 13,047 shares
    Change vs previous 13F -10,777 shares

    0.48% of the 13F portfolio, value $433,685.

    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 23,824 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $780,483.

    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).