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MJT & Associates Financial Advisory Group, Inc.: SPDW position timeline

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

MJT & Associates Financial Advisory Group, Inc. held 9,031 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,031 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $453,447.

    13F-HR 0002065777-26-000010 filed by MJT & Associates Financial Advisory Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,031 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $455,073.

    13F-HR 0002065777-26-000008 filed by MJT & Associates Financial Advisory Group, Inc.
    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 9,031 shares
    Change vs previous 13F -1 shares

    0.3% of the 13F portfolio, value $412,266.

    13F-HR 0002065777-26-000004 filed by MJT & Associates Financial Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 9,032 shares
    Change vs previous 13F -191 shares

    0.3% of the 13F portfolio, value $401,112.

    13F-HR/A 0002065777-26-000002 filed by MJT & Associates Financial Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,223 shares
    Change vs previous 13F -2,744 shares

    0.32% of the 13F portfolio, value $394,653.

    13F-HR 0002065777-25-000005 filed by MJT & Associates Financial Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 11,967 shares
    Change vs previous 13F +1 shares

    0.6% of the 13F portfolio, value $484,544.

    13F-HR/A 0002065777-25-000004 filed by MJT & Associates Financial Advisory Group, Inc.
    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 11,966 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $435,683.

    13F-HR 0002065777-25-000001 filed by MJT & Associates Financial Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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