Skip to content
Disclosery

Delta Wealth Advisors LLC: SPDW position timeline

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

Delta Wealth Advisors LLC held 260,918 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 260,918 shares
    Change vs previous 13F +3,394 shares

    9% of the 13F portfolio, value $13,100,693.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 257,524 shares
    Change vs previous 13F +18,489 shares

    9.27% of the 13F portfolio, value $12,976,631.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 239,035 shares
    Change vs previous 13F +24,965 shares

    8.3% of the 13F portfolio, value $10,911,949.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 214,070 shares
    Change vs previous 13F +49,409 shares

    7.96% of the 13F portfolio, value $9,506,849.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 164,661 shares
    Change vs previous 13F +6,233 shares

    5.51% of the 13F portfolio, value $7,045,844.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 158,428 shares
    Change vs previous 13F +4,754 shares

    5.37% of the 13F portfolio, value $6,414,750.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 153,674 shares
    Change vs previous 13F +11,900 shares

    5.08% of the 13F portfolio, value $5,595,270.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 141,774 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $4,838,747.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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