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Disclosery

Clear Retirement Advice LLC: SPDW position timeline

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

Clear Retirement Advice LLC held 308,661 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,661 shares
    Change vs previous 13F +27,402 shares

    10.65% of the 13F portfolio, value $15,553,451.

    13F-HR 0002112984-26-000003 filed by Clear Retirement Advice 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 281,259 shares
    Change vs previous 13F +1,572 shares

    10.08% of the 13F portfolio, value $12,839,485.

    13F-HR 0002112984-26-000002 filed by Clear Retirement Advice 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 279,687 shares
    Change vs previous 13F not available

    10.32% of the 13F portfolio, value $13,271,160.

    13F-HR 0002112984-26-000001 filed by Clear Retirement Advice LLC
    Filed (acceptance time not in the bulk data set), ingested

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