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McClarren Financial Advisors, Inc.: SPDW position timeline

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

McClarren Financial Advisors, Inc. held 17,802 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,802 shares
    Change vs previous 13F -481 shares

    0.46% of the 13F portfolio, value $897,020.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    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 18,283 shares
    Change vs previous 13F +15,321 shares

    0.49% of the 13F portfolio, value $834,605.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    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 2,962 shares
    Change vs previous 13F -13,952 shares

    0.48% of the 13F portfolio, value $811,935.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    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 16,914 shares
    Change vs previous 13F -1,969 shares

    0.49% of the 13F portfolio, value $801,719.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    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 18,883 shares
    Change vs previous 13F +1,794 shares

    0.5% of the 13F portfolio, value $764,578.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    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 17,089 shares
    Change vs previous 13F -1,779 shares

    0.45% of the 13F portfolio, value $687,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    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 18,868 shares
    Change vs previous 13F +1,695 shares

    1.8% of the 13F portfolio, value $643,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    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 17,173 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,289,000.

    13F-HR 0001792704-24-000021 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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