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Aletheian Wealth Advisors LLC: SPDW position timeline

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

Aletheian Wealth Advisors LLC held 14,524 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,524 shares
    Change vs previous 13F -1 shares

    0.29% of the 13F portfolio, value $729,272.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,525 shares
    Change vs previous 13F -381 shares

    0.31% of the 13F portfolio, value $731,937.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    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 14,906 shares
    Change vs previous 13F -4,698 shares

    0.33% of the 13F portfolio, value $680,479.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 19,604 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $838,842.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 19,604 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $793,753.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 19,604 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $713,770.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 19,604 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $669,074.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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