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Spectrum Wealth Advisory Group, LLC: FDL position timeline

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

Spectrum Wealth Advisory Group, LLC held 29,575 FDL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,575 shares
    Change vs previous 13F -686 shares

    0.41% of the 13F portfolio, value $1,439,110.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory 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 30,261 shares
    Change vs previous 13F -2,976 shares

    0.57% of the 13F portfolio, value $1,537,245.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory 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 33,237 shares
    Change vs previous 13F -638 shares

    0.54% of the 13F portfolio, value $1,473,723.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory 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 33,875 shares
    Change vs previous 13F -1,891 shares

    0.61% of the 13F portfolio, value $1,470,499.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory 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 35,766 shares
    Change vs previous 13F -1,006 shares

    0.7% of the 13F portfolio, value $1,497,535.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory 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 36,772 shares
    Change vs previous 13F -4,378 shares

    0.77% of the 13F portfolio, value $1,597,387.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory 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 41,150 shares
    Change vs previous 13F -18,738 shares

    0.78% of the 13F portfolio, value $1,656,699.

    13F-HR 0001172661-25-000436 filed by Spectrum Wealth Advisory 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 59,888 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,512,259.

    13F-HR 0001172661-24-004512 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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