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LexAurum Advisors, LLC: SPDW position timeline

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

LexAurum Advisors, LLC held 89,452 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,452 shares
    Change vs previous 13F +4,735 shares

    0.52% of the 13F portfolio, value $4,507,479.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 84,717 shares
    Change vs previous 13F +2,900 shares

    0.5% of the 13F portfolio, value $3,867,314.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 81,817 shares
    Change vs previous 13F +9,635 shares

    0.5% of the 13F portfolio, value $3,500,929.

    13F-HR 0001729677-25-000010 filed by LexAurum 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 ended2025-06-30
    13F 72,182 shares
    Change vs previous 13F -481 shares

    0.46% of the 13F portfolio, value $2,922,649.

    13F-HR 0001085146-25-003938 filed by LexAurum 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 ended2025-03-31
    13F 72,663 shares
    Change vs previous 13F -1,001 shares

    0.51% of the 13F portfolio, value $2,645,672.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 73,664 shares
    Change vs previous 13F +5,695 shares

    0.5% of the 13F portfolio, value $2,514,163.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 67,969 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,552,914.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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