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Pineridge Advisors LLC: SPDW position timeline

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

Pineridge Advisors LLC held 45,482 SPDW shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 45,482 shares
    Change vs previous 13F +4,483 shares

    0.56% of the 13F portfolio, value $1,946,167.

    13F-HR 0002012421-25-000010 filed by Pineridge 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 ended2025-06-30
    13F 40,999 shares
    Change vs previous 13F +1,045 shares

    0.6% of the 13F portfolio, value $1,660,039.

    13F-HR 0002012421-25-000007 filed by Pineridge 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 ended2025-03-31
    13F 39,954 shares
    Change vs previous 13F +2,687 shares

    0.57% of the 13F portfolio, value $1,454,735.

    13F-HR 0002012421-25-000006 filed by Pineridge 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 ended2024-12-31
    13F 37,267 shares
    Change vs previous 13F +3,180 shares

    0.48% of the 13F portfolio, value $1,271,934.

    13F-HR 0002012421-25-000001 filed by Pineridge 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 ended2024-09-30
    13F 34,087 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,280,312.

    13F-HR 0002012421-24-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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