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Astoria Strategic Wealth, Inc.: SPDW position timeline

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

Astoria Strategic Wealth, Inc. held 13,344 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,344 shares
    Change vs previous 13F -99 shares

    0.15% of the 13F portfolio, value $672,404.

    13F-HR 0001777914-26-000005 filed by Astoria Strategic Wealth, Inc.
    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 13,443 shares
    Change vs previous 13F +265 shares

    0.16% of the 13F portfolio, value $613,673.

    13F-HR 0001777914-26-000004 filed by Astoria Strategic Wealth, Inc.
    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 13,178 shares
    Change vs previous 13F +102 shares

    0.15% of the 13F portfolio, value $585,235.

    13F-HR 0001777914-26-000001 filed by Astoria Strategic Wealth, Inc.
    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 13,076 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $559,522.

    13F-HR 0001777914-25-000007 filed by Astoria Strategic Wealth, Inc.
    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 13,121 shares
    Change vs previous 13F +119 shares

    0.14% of the 13F portfolio, value $531,269.

    13F-HR 0001777914-25-000004 filed by Astoria Strategic Wealth, Inc.
    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 13,002 shares
    Change vs previous 13F +577 shares

    0.14% of the 13F portfolio, value $473,403.

    13F-HR 0001777914-25-000003 filed by Astoria Strategic Wealth, Inc.
    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 12,425 shares
    Change vs previous 13F -1,263 shares

    0.13% of the 13F portfolio, value $424,065.

    13F-HR 0001777914-25-000002 filed by Astoria Strategic Wealth, Inc.
    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 13,688 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $514,121.

    13F-HR 0001777914-24-000007 filed by Astoria Strategic Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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