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Disclosery

Sanchez Wealth Management Group: SPDW position timeline

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

Sanchez Wealth Management Group held 319,517 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 319,517 shares
    Change vs previous 13F +13,173 shares

    2.82% of the 13F portfolio, value $16,100,469.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 306,344 shares
    Change vs previous 13F +3,840 shares

    3.02% of the 13F portfolio, value $13,984,632.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 302,504 shares
    Change vs previous 13F +108,256 shares

    2.87% of the 13F portfolio, value $13,434,205.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 194,248 shares
    Change vs previous 13F +3,187 shares

    1.85% of the 13F portfolio, value $8,311,843.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 191,061 shares
    Change vs previous 13F +6,486 shares

    1.87% of the 13F portfolio, value $7,736,045.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 184,575 shares
    Change vs previous 13F +8,073 shares

    1.83% of the 13F portfolio, value $6,720,394.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 176,502 shares
    Change vs previous 13F -75,596 shares

    1.65% of the 13F portfolio, value $6,024,034.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 252,098 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $9,468,801.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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