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Aquire Wealth Advisors, LLC: SPDW position timeline

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

Aquire Wealth Advisors, LLC held 260,566 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,566 shares
    Change vs previous 13F -12,200 shares

    3.01% of the 13F portfolio, value $13,129,961.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth Advisors, 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 272,766 shares
    Change vs previous 13F -15,438 shares

    3.27% of the 13F portfolio, value $12,451,759.

    13F-HR 0001172661-26-001464 filed by Aquire 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 ended2025-12-31
    13F 288,204 shares
    Change vs previous 13F -10,118 shares

    3.33% of the 13F portfolio, value $12,799,131.

    13F-HR 0001172661-26-000032 filed by Aquire 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 298,322 shares
    Change vs previous 13F -17,478 shares

    3.14% of the 13F portfolio, value $12,765,233.

    13F-HR 0001172661-25-004321 filed by Aquire 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 315,800 shares
    Change vs previous 13F +150,344 shares

    3.44% of the 13F portfolio, value $12,786,734.

    13F-HR 0001172661-25-002675 filed by Aquire 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 165,456 shares
    Change vs previous 13F -3,563 shares

    1.85% of the 13F portfolio, value $6,024,282.

    13F-HR 0001172661-25-001630 filed by Aquire 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 169,019 shares
    Change vs previous 13F -7,057 shares

    1.79% of the 13F portfolio, value $5,768,646.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, 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 176,076 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $6,613,445.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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