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Disclosery

Financial Advisory Group: SPDW position timeline

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

Financial Advisory Group held 1,242,649 SPDW shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 1,242,649 shares
    Change vs previous 13F +67,235 shares

    7.86% of the 13F portfolio, value $44,536,534.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 1,175,414 shares
    Change vs previous 13F +9,640 shares

    7.58% of the 13F portfolio, value $39,975,824.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 1,165,774 shares
    Change vs previous 13F +4,883 shares

    7.45% of the 13F portfolio, value $36,150,642.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 1,160,891 shares
    Change vs previous 13F -44,261 shares

    7.46% of the 13F portfolio, value $37,775,383.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 1,205,152 shares
    Change vs previous 13F +56,140 shares

    7.81% of the 13F portfolio, value $38,709,490.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 1,149,012 shares
    Change vs previous 13F +2,732 shares

    7.24% of the 13F portfolio, value $34,114,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 1,146,280 shares
    Change vs previous 13F +70,854 shares

    6.66% of the 13F portfolio, value $29,574,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 1,075,426 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $31,015,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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