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Disclosery

AlphaStar Capital Management, LLC: SPDW position timeline

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

AlphaStar Capital Management, LLC held 1,925,284 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,925,284 shares
    Change vs previous 13F +127,209 shares

    6.17% of the 13F portfolio, value $97,015,056.

    13F-HR 0001633857-26-000004 filed by AlphaStar Capital Management, 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 1,798,075 shares
    Change vs previous 13F -171,607 shares

    6.05% of the 13F portfolio, value $82,082,130.

    13F-HR 0001633857-26-000003 filed by AlphaStar Capital Management, 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 1,969,682 shares
    Change vs previous 13F +154,804 shares

    6.42% of the 13F portfolio, value $87,473,586.

    13F-HR 0001633857-26-000001 filed by AlphaStar Capital Management, 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 1,814,878 shares
    Change vs previous 13F +260,423 shares

    6.69% of the 13F portfolio, value $77,658,626.

    13F-HR 0001633857-25-000010 filed by AlphaStar Capital Management, 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 1,554,455 shares
    Change vs previous 13F -37,154 shares

    4.42% of the 13F portfolio, value $62,939,880.

    13F-HR 0001633857-25-000008 filed by AlphaStar Capital Management, 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 1,591,609 shares
    Change vs previous 13F -75,220 shares

    5.83% of the 13F portfolio, value $57,950,484.

    13F-HR 0001633857-25-000006 filed by AlphaStar Capital Management, 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 1,666,829 shares
    Change vs previous 13F +189,154 shares

    5.95% of the 13F portfolio, value $56,888,876.

    13F-HR 0001633857-25-000002 filed by AlphaStar Capital Management, 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 1,477,675 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $55,501,460.

    13F-HR 0001633857-24-000003 filed by AlphaStar Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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