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Disclosery

Austin Wealth Management, LLC: SPD position timeline

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

Austin Wealth Management, LLC held 52,668 SPD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,668 shares
    Change vs previous 13F +4,522 shares

    0.46% of the 13F portfolio, value $2,167,815.

    13F-HR 0002003112-26-000007 filed by Austin Wealth 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 48,146 shares
    Change vs previous 13F +212 shares

    0.4% of the 13F portfolio, value $1,764,851.

    13F-HR 0002003112-26-000004 filed by Austin Wealth 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 47,934 shares
    Change vs previous 13F -6,072 shares

    0.28% of the 13F portfolio, value $1,899,621.

    13F-HR 0002003112-26-000001 filed by Austin Wealth 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 54,006 shares
    Change vs previous 13F -750 shares

    0.33% of the 13F portfolio, value $2,119,428.

    13F-HR 0002003112-25-000004 filed by Austin Wealth 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 54,756 shares
    Change vs previous 13F -44,146 shares

    0.37% of the 13F portfolio, value $2,061,153.

    13F-HR 0001085146-25-004694 filed by Austin Wealth 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 98,902 shares
    Change vs previous 13F -6,689 shares

    0.68% of the 13F portfolio, value $3,399,104.

    13F-HR 0001085146-25-002519 filed by Austin Wealth 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 105,591 shares
    Change vs previous 13F -7,186 shares

    0.75% of the 13F portfolio, value $3,605,447.

    13F-HR 0001085146-25-000924 filed by Austin Wealth 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 112,777 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,737,430.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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