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Disclosery

ORBA Wealth Advisors, L.L.C.: SPDW position timeline

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

ORBA Wealth Advisors, L.L.C. held 67,862 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,862 shares
    Change vs previous 13F -18,142 shares

    2.92% of the 13F portfolio, value $3,419,554.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 86,004 shares
    Change vs previous 13F -14,914 shares

    4.68% of the 13F portfolio, value $3,926,082.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 100,918 shares
    Change vs previous 13F -15,103 shares

    3.89% of the 13F portfolio, value $4,481,775.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 116,021 shares
    Change vs previous 13F +553 shares

    4.09% of the 13F portfolio, value $4,964,555.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 115,468 shares
    Change vs previous 13F -46,939 shares

    4.26% of the 13F portfolio, value $4,675,312.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 162,407 shares
    Change vs previous 13F +5,435 shares

    2.98% of the 13F portfolio, value $5,913,266.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 156,972 shares
    Change vs previous 13F -4,029 shares

    2.8% of the 13F portfolio, value $5,357,487.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 161,001 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $6,047,186.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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