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Disclosery

Advisory Alpha, LLC: SPDW position timeline

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

Advisory Alpha, LLC held 4,000,503 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,000,503 shares
    Change vs previous 13F -92,527 shares

    4.94% of the 13F portfolio, value $201,587,730.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 4,093,030 shares
    Change vs previous 13F -190,957 shares

    5.11% of the 13F portfolio, value $186,848,858.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 4,283,987 shares
    Change vs previous 13F -41,658 shares

    5.18% of the 13F portfolio, value $190,254,154.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 4,325,645 shares
    Change vs previous 13F +213,525 shares

    5.21% of the 13F portfolio, value $186,814,164.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 4,112,120 shares
    Change vs previous 13F -99,841 shares

    5.18% of the 13F portfolio, value $166,499,774.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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 4,211,961 shares
    Change vs previous 13F -193,166 shares

    5.21% of the 13F portfolio, value $153,303,985.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 4,405,127 shares
    Change vs previous 13F +36,229 shares

    5.35% of the 13F portfolio, value $150,349,235.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 4,368,898 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $164,098,470.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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