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Disclosery

Global Financial Private Client, LLC: SPDW position timeline

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

Global Financial Private Client, LLC held 66,732 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 66,732 shares
    Change vs previous 13F -9,750 shares

    0.91% of the 13F portfolio, value $3,362,625.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 76,482 shares
    Change vs previous 13F -1,617 shares

    1.14% of the 13F portfolio, value $3,491,403.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 78,099 shares
    Change vs previous 13F +17,676 shares

    1.22% of the 13F portfolio, value $3,468,377.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 60,423 shares
    Change vs previous 13F +6,749 shares

    0.92% of the 13F portfolio, value $2,585,500.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 53,674 shares
    Change vs previous 13F -21,449 shares

    0.81% of the 13F portfolio, value $2,173,260.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 75,123 shares
    Change vs previous 13F +22,167 shares

    1.04% of the 13F portfolio, value $2,735,228.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 52,956 shares
    Change vs previous 13F +853 shares

    0.68% of the 13F portfolio, value $1,807,388.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 52,103 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,956,989.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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