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Disclosery

Coppell Advisory Solutions LLC: SPDW position timeline

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

Coppell Advisory Solutions LLC held 20,719 SPDW 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 20,719 shares
    Change vs previous 13F +20,719 shares

    0.06% of the 13F portfolio, value $574,880.

    13F-HR 0001062993-26-004395 filed by Coppell Advisory Solutions 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 0 shares
    Change vs previous 13F -11,034 shares

    13F-HR 0001062993-26-002673 filed by Coppell Advisory Solutions 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.

  3. period ended2025-12-31
    13F 11,034 shares
    Change vs previous 13F -28,810 shares

    0.05% of the 13F portfolio, value $492,116.

    13F-HR 0001062993-26-000991 filed by Coppell Advisory Solutions 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 39,844 shares
    Change vs previous 13F -11,936 shares

    0.18% of the 13F portfolio, value $1,699,366.

    13F-HR 0001062993-25-016775 filed by Coppell Advisory Solutions 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 51,780 shares
    Change vs previous 13F +45,211 shares

    0.25% of the 13F portfolio, value $2,090,895.

    13F-HR/A 0001062993-25-014705 filed by Coppell Advisory Solutions 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 6,569 shares
    Change vs previous 13F -5,166 shares

    0.03% of the 13F portfolio, value $248,965.

    13F-HR 0001062993-25-009589 filed by Coppell Advisory Solutions 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 11,735 shares
    Change vs previous 13F +1,590 shares

    0.06% of the 13F portfolio, value $400,868.

    13F-HR 0001062993-25-002390 filed by Coppell Advisory Solutions 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 10,145 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $382,669.

    13F-HR 0001062993-24-019154 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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