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Disclosery

Leverty Financial Group, LLC: SPDW position timeline

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

Leverty Financial Group, LLC held 16,870 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,870 shares
    Change vs previous 13F -648 shares

    0.15% of the 13F portfolio, value $847,043.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,518 shares
    Change vs previous 13F -3,602 shares

    0.17% of the 13F portfolio, value $882,732.

    13F-HR 0002085853-26-000686 filed by Leverty Financial 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 ended2026-03-31
    13F 21,120 shares
    Change vs previous 13F +486 shares

    0.21% of the 13F portfolio, value $964,128.

    13F-HR 0002085853-26-000307 filed by Leverty Financial 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 ended2025-12-31
    13F 20,634 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $916,356.

    13F-HR 0002085853-26-000020 filed by Leverty Financial 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 ended2025-09-30
    13F 20,634 shares
    Change vs previous 13F -3,679 shares

    0.23% of the 13F portfolio, value $882,929.

    13F-HR 0002085853-25-000022 filed by Leverty Financial 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 ended2025-06-30
    13F 24,313 shares
    Change vs previous 13F -325 shares

    0.29% of the 13F portfolio, value $984,433.

    13F-HR 0001908386-25-000004 filed by Leverty Financial 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 ended2025-03-31
    13F 24,638 shares
    Change vs previous 13F -7,116 shares

    0.37% of the 13F portfolio, value $897,070.

    13F-HR 0001908386-25-000003 filed by Leverty Financial 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 ended2024-12-31
    13F 31,754 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,083,764.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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