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Disclosery

PFG Advisors: SPDW position timeline

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

PFG Advisors held 16,804 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,804 shares
    Change vs previous 13F +2,640 shares

    0.04% of the 13F portfolio, value $846,748.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 14,164 shares
    Change vs previous 13F -10,213 shares

    0.03% of the 13F portfolio, value $646,605.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 24,377 shares
    Change vs previous 13F -89,171 shares

    0.05% of the 13F portfolio, value $1,082,601.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 113,548 shares
    Change vs previous 13F +15,947 shares

    0.2% of the 13F portfolio, value $4,858,738.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 97,601 shares
    Change vs previous 13F +79,295 shares

    0.18% of the 13F portfolio, value $3,951,883.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 18,306 shares
    Change vs previous 13F +1,241 shares

    0.04% of the 13F portfolio, value $666,537.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 17,065 shares
    Change vs previous 13F -2,241 shares

    0.04% of the 13F portfolio, value $582,412.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 19,306 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $725,135.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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