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Disclosery

Advisor Resource Council: SPDW position timeline

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

Advisor Resource Council held 4,533 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,533 shares
    Change vs previous 13F +4,533 shares

    0.08% of the 13F portfolio, value $230,256.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,318 shares

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 10,318 shares
    Change vs previous 13F -173,007 shares

    0.21% of the 13F portfolio, value $417,776.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 183,325 shares
    Change vs previous 13F +167,259 shares

    0.51% of the 13F portfolio, value $6,347,126.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 16,066 shares
    Change vs previous 13F -22,538 shares

    0.39% of the 13F portfolio, value $548,332.

    13F-HR 0001085146-25-001768 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 38,604 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,449,985.

    13F-HR 0001085146-24-005243 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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