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Disclosery

Mayflower Financial Advisors, LLC: SPDW position timeline

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

Mayflower Financial Advisors, LLC held 7,588 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,588 shares
    Change vs previous 13F +275 shares

    0.03% of the 13F portfolio, value $382,377.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial 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 7,313 shares
    Change vs previous 13F +1,214 shares

    0.04% of the 13F portfolio, value $333,820.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 6,099 shares
    Change vs previous 13F +475 shares

    0.03% of the 13F portfolio, value $270,874.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 5,624 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $240,052.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 5,624 shares
    Change vs previous 13F +78 shares

    0.03% of the 13F portfolio, value $227,729.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 5,546 shares
    Change vs previous 13F +5,546 shares

    0.03% of the 13F portfolio, value $201,927.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial 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 0 shares
    Change vs previous 13F -5,487 shares

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 5,487 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $206,093.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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