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Authentikos Wealth Advisory, LLC: SEPW position timeline

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

Authentikos Wealth Advisory, LLC held 221,098 SEPW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,098 shares
    Change vs previous 13F -10,946 shares

    4.71% of the 13F portfolio, value $7,383,059.

    13F-HR 0001967054-26-000006 filed by Authentikos Wealth Advisory, 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 232,044 shares
    Change vs previous 13F -6,835 shares

    4.95% of the 13F portfolio, value $7,329,945.

    13F-HR 0001967054-26-000005 filed by Authentikos Wealth Advisory, 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 238,879 shares
    Change vs previous 13F -30,942 shares

    5.04% of the 13F portfolio, value $7,624,635.

    13F-HR 0001967054-26-000001 filed by Authentikos Wealth Advisory, 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/A 269,821 shares
    Change vs previous 13F +269,821 shares

    5.6% of the 13F portfolio, value $8,473,756.

    13F-HR/A 0001967054-26-000004 filed by Authentikos Wealth Advisory, 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/A 0 shares
    Change vs previous 13F -241,490 shares

    13F-HR/A 0001967054-26-000003 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 241,490 shares
    Change vs previous 13F +241,490 shares

    5.39% of the 13F portfolio, value $6,893,574.

    13F-HR/A 0001967054-26-000002 filed by Authentikos Wealth Advisory, 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 0 shares
    Change vs previous 13F -76,377 shares

    13F-HR 0001967054-25-000001 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 76,377 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,178,845.

    13F-HR 0001967054-24-000004 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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