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Disclosery

Pathway Financial Advisors LLC: SPD position timeline

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

Pathway Financial Advisors LLC held 0 SPD shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,090 shares

    13F-HR 0001738828-26-000005 filed by Pathway 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.

  2. period ended2025-12-31
    13F 7,090 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $283,387.

    13F-HR 0001738828-26-000001 filed by Pathway 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 ended2025-09-30
    13F 7,115 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $281,114.

    13F-HR 0001738828-25-000009 filed by Pathway 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 ended2025-06-30
    13F 7,115 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $270,486.

    13F-HR 0001738828-25-000006 filed by Pathway 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 ended2025-03-31
    13F 7,115 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $220,079.

    13F-HR 0001738828-25-000003 filed by Pathway 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 ended2024-12-31
    13F 7,115 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $237,441.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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