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Certified Advisory Corp: SPDW position timeline

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

Certified Advisory Corp held 285,325 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 285,325 shares
    Change vs previous 13F -12,931 shares

    1.16% of the 13F portfolio, value $14,377,505.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 298,256 shares
    Change vs previous 13F +13,615 shares

    1.22% of the 13F portfolio, value $13,615,392.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 284,641 shares
    Change vs previous 13F -47,398 shares

    1.15% of the 13F portfolio, value $12,640,912.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 332,039 shares
    Change vs previous 13F +516 shares

    1.35% of the 13F portfolio, value $14,207,959.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 331,523 shares
    Change vs previous 13F -10,645 shares

    1.4% of the 13F portfolio, value $13,423,383.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 342,168 shares
    Change vs previous 13F -25,969 shares

    1.41% of the 13F portfolio, value $12,458,327.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 368,137 shares
    Change vs previous 13F +3,015 shares

    1.36% of the 13F portfolio, value $12,564,520.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 365,122 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $13,713,995.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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