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Disclosery

Goldstein Advisors, LLC: SPDW position timeline

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

Goldstein Advisors, LLC held 32,058 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 32,058 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,615,403.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 32,058 shares
    Change vs previous 13F -2,450 shares

    0.16% of the 13F portfolio, value $1,463,448.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 34,508 shares
    Change vs previous 13F -6,632 shares

    0.17% of the 13F portfolio, value $1,532,500.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 41,140 shares
    Change vs previous 13F -1,010,809 shares

    0.21% of the 13F portfolio, value $1,760,381.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 1,051,949 shares
    Change vs previous 13F +156,911 shares

    5.72% of the 13F portfolio, value $42,593,413.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 895,038 shares
    Change vs previous 13F -310,464 shares

    4.76% of the 13F portfolio, value $32,588,332.

    13F-HR 0001172661-25-001539 filed by Goldstein 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 1,205,502 shares
    Change vs previous 13F +534,982 shares

    5.97% of the 13F portfolio, value $41,143,782.

    13F-HR 0001172661-25-000256 filed by Goldstein 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 670,520 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $25,184,730.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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