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Disclosery

GM Advisory Group, LLC: SPDW position timeline

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

GM Advisory Group, LLC held 601,166 SPDW shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 601,166 shares
    Change vs previous 13F +56,906 shares

    1.06% of the 13F portfolio, value $27,443,235.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 544,260 shares
    Change vs previous 13F +171,855 shares

    0.95% of the 13F portfolio, value $24,170,593.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 372,405 shares
    Change vs previous 13F -5,306 shares

    0.68% of the 13F portfolio, value $15,935,211.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 377,711 shares
    Change vs previous 13F -4,608 shares

    0.76% of the 13F portfolio, value $15,293,520.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 382,319 shares
    Change vs previous 13F -2,458 shares

    0.75% of the 13F portfolio, value $13,920,218.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 384,777 shares
    Change vs previous 13F -19,845 shares

    0.73% of the 13F portfolio, value $13,132,423.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 404,622 shares
    Change vs previous 13F -4,766 shares

    0.91% of the 13F portfolio, value $15,197,594.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 409,388 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $14,361,323.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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