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Disclosery

Carroll Advisory Group, LLC: SPDW position timeline

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

Carroll Advisory Group, LLC held 47,141 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,141 shares
    Change vs previous 13F -10,248 shares

    0.78% of the 13F portfolio, value $2,375,421.

    13F-HR 0002108684-26-000004 filed by Carroll Advisory Group, 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 57,389 shares
    Change vs previous 13F -9,706 shares

    1.02% of the 13F portfolio, value $2,619,826.

    13F-HR 0002108684-26-000002 filed by Carroll Advisory Group, 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 67,095 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,979,707.

    13F-HR 0002108684-26-000001 filed by Carroll Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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