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Hershey Financial Advisers, LLC: SPDW position timeline

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

Hershey Financial Advisers, LLC held 14,405 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,405 shares
    Change vs previous 13F +893 shares

    0.52% of the 13F portfolio, value $725,868.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 13,512 shares
    Change vs previous 13F -26 shares

    0.53% of the 13F portfolio, value $616,823.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 13,538 shares
    Change vs previous 13F +1,829 shares

    0.51% of the 13F portfolio, value $601,223.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 11,709 shares
    Change vs previous 13F +80 shares

    0.43% of the 13F portfolio, value $501,028.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 11,629 shares
    Change vs previous 13F -912 shares

    0.42% of the 13F portfolio, value $470,858.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, 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 12,541 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $428,024.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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