Skip to content
Disclosery

Detalus Advisors, LLC: SPDW position timeline

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

Detalus Advisors, LLC held 30,157 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,157 shares
    Change vs previous 13F +531 shares

    0.3% of the 13F portfolio, value $1,519,631.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 29,626 shares
    Change vs previous 13F -5,989 shares

    0.31% of the 13F portfolio, value $1,352,414.

    13F-HR 0001799677-26-000003 filed by Detalus 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 ended2025-12-31
    13F 35,615 shares
    Change vs previous 13F +6,740 shares

    0.39% of the 13F portfolio, value $1,581,649.

    13F-HR 0001799677-26-000001 filed by Detalus 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 ended2025-09-30
    13F 28,875 shares
    Change vs previous 13F +1,001 shares

    0.32% of the 13F portfolio, value $1,235,571.

    13F-HR 0001799677-25-000007 filed by Detalus 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 ended2025-06-30
    13F 27,874 shares
    Change vs previous 13F +3,778 shares

    0.33% of the 13F portfolio, value $1,128,610.

    13F-HR 0001799677-25-000004 filed by Detalus 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 ended2025-03-31
    13F 24,096 shares
    Change vs previous 13F -1,425 shares

    0.28% of the 13F portfolio, value $877,348.

    13F-HR 0001799677-25-000003 filed by Detalus 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 ended2024-12-31
    13F 25,521 shares
    Change vs previous 13F +2,923 shares

    0.29% of the 13F portfolio, value $871,043.

    13F-HR 0001799677-25-000001 filed by Detalus 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 ended2024-09-30
    13F 22,598 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $848,799.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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