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Disclosery

Austin Private Wealth, LLC: SPDW position timeline

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

Austin Private Wealth, LLC held 798,373 SPDW shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 798,373 shares
    Change vs previous 13F +152,669 shares

    2.66% of the 13F portfolio, value $35,455,766.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 645,704 shares
    Change vs previous 13F +155,863 shares

    2.13% of the 13F portfolio, value $27,629,674.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 489,841 shares
    Change vs previous 13F -12,974 shares

    1.57% of the 13F portfolio, value $19,833,662.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 502,815 shares
    Change vs previous 13F +409,148 shares

    1.64% of the 13F portfolio, value $18,307,494.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 93,667 shares
    Change vs previous 13F +18,802 shares

    0.3% of the 13F portfolio, value $3,196,855.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 74,865 shares
    Change vs previous 13F -30,769 shares

    0.28% of the 13F portfolio, value $2,811,929.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 105,634 shares
    Change vs previous 13F +31,192 shares

    0.4% of the 13F portfolio, value $3,705,641.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 74,442 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,654,602.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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