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Mutual Advisors, LLC: SPDW position timeline

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

Mutual Advisors, LLC held 254,494 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,494 shares
    Change vs previous 13F +25,825 shares

    0.24% of the 13F portfolio, value $12,823,954.

    13F-HR 0001986152-26-000154 filed by Mutual 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 228,669 shares
    Change vs previous 13F +11,558 shares

    0.22% of the 13F portfolio, value $10,438,755.

    13F-HR 0001986152-26-000054 filed by Mutual 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 217,111 shares
    Change vs previous 13F +8,446 shares

    0.21% of the 13F portfolio, value $9,641,915.

    13F-HR 0001986152-26-000005 filed by Mutual 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 208,665 shares
    Change vs previous 13F +8,005 shares

    0.2% of the 13F portfolio, value $9,087,355.

    13F-HR 0001986152-25-000100 filed by Mutual 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 200,660 shares
    Change vs previous 13F +4,501 shares

    0.21% of the 13F portfolio, value $8,271,199.

    13F-HR 0001986152-25-000050 filed by Mutual 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 196,159 shares
    Change vs previous 13F +126,412 shares

    0.21% of the 13F portfolio, value $7,363,811.

    13F-HR 0001986152-25-000037 filed by Mutual 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 69,747 shares
    Change vs previous 13F -2,175 shares

    0.07% of the 13F portfolio, value $2,406,273.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 71,922 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,595,676.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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