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Private Advisor Group, LLC: SPDW position timeline

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

Private Advisor Group, LLC held 1,814,219 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,814,219 shares
    Change vs previous 13F -214,437 shares

    0.42% of the 13F portfolio, value $91,418,534.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 2,028,656 shares
    Change vs previous 13F +15,653 shares

    0.43% of the 13F portfolio, value $92,608,302.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 2,013,003 shares
    Change vs previous 13F -74,220 shares

    0.42% of the 13F portfolio, value $89,397,504.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 2,087,223 shares
    Change vs previous 13F -98 shares

    0.44% of the 13F portfolio, value $89,312,334.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 2,087,321 shares
    Change vs previous 13F -141,373 shares

    0.46% of the 13F portfolio, value $84,515,640.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 2,228,694 shares
    Change vs previous 13F -115,470 shares

    0.49% of the 13F portfolio, value $81,146,789.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 2,344,164 shares
    Change vs previous 13F -78,275 shares

    0.45% of the 13F portfolio, value $80,006,314.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 2,422,439 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $90,986,784.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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