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Pure Financial Advisors, LLC: SPDW position timeline

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

Pure Financial Advisors, LLC held 587,080 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 587,080 shares
    Change vs previous 13F -13,619 shares

    0.38% of the 13F portfolio, value $29,582,943.

    13F-HR 0001571556-26-000005 filed by Pure Financial 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 ended2026-03-31
    13F 600,699 shares
    Change vs previous 13F +23,179 shares

    0.39% of the 13F portfolio, value $27,421,895.

    13F-HR 0001571556-26-000004 filed by Pure 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 ended2025-12-31
    13F/A 577,520 shares
    Change vs previous 13F -11,027 shares

    0.38% of the 13F portfolio, value $25,647,661.

    13F-HR 0001571556-26-000001 filed by Pure 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 ended2025-09-30
    13F 588,547 shares
    Change vs previous 13F -9,697 shares

    0.4% of the 13F portfolio, value $25,183,920.

    13F-HR 0001571556-25-000007 filed by Pure 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 ended2025-06-30
    13F 598,244 shares
    Change vs previous 13F +528 shares

    0.43% of the 13F portfolio, value $24,222,894.

    13F-HR 0001571556-25-000005 filed by Pure 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 ended2025-03-31
    13F 597,716 shares
    Change vs previous 13F -26,722 shares

    0.46% of the 13F portfolio, value $21,762,835.

    13F-HR 0001571556-25-000003 filed by Pure Financial Advisors, 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 624,438 shares
    Change vs previous 13F -5,902 shares

    0.48% of the 13F portfolio, value $21,312,067.

    13F-HR 0001571556-25-000001 filed by Pure Financial Advisors, 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 630,340 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $23,675,571.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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