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Disclosery

Fiduciary Alliance LLC: SPDW position timeline

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

Fiduciary Alliance LLC held 559,041 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559,041 shares
    Change vs previous 13F -33,337 shares

    1.9% of the 13F portfolio, value $28,170,043.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 592,378 shares
    Change vs previous 13F +42,280 shares

    1.75% of the 13F portfolio, value $28,955,423.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 550,098 shares
    Change vs previous 13F +38,181 shares

    1.6% of the 13F portfolio, value $24,429,840.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 511,917 shares
    Change vs previous 13F +38,722 shares

    1.47% of the 13F portfolio, value $21,904,932.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 473,195 shares
    Change vs previous 13F +6,556 shares

    1.43% of the 13F portfolio, value $19,159,669.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 466,639 shares
    Change vs previous 13F -1,915 shares

    1.67% of the 13F portfolio, value $16,990,338.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 468,554 shares
    Change vs previous 13F +9,771 shares

    1.62% of the 13F portfolio, value $15,991,748.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 458,783 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $17,231,896.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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