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Strategies Wealth Advisors, LLC: SPDW position timeline

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

Strategies Wealth Advisors, LLC held 3,413,848 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,413,848 shares
    Change vs previous 13F -179,703 shares

    15.39% of the 13F portfolio, value $172,023,820.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth 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 3,593,551 shares
    Change vs previous 13F +27,214 shares

    16.48% of the 13F portfolio, value $164,045,613.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth 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 3,566,337 shares
    Change vs previous 13F +191,757 shares

    15.87% of the 13F portfolio, value $158,381,023.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth 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 3,374,580 shares
    Change vs previous 13F +35,560 shares

    15.02% of the 13F portfolio, value $144,398,257.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 3,339,020 shares
    Change vs previous 13F +31,841 shares

    14.77% of the 13F portfolio, value $135,196,905.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth 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 3,307,179 shares
    Change vs previous 13F +144,528 shares

    14.71% of the 13F portfolio, value $120,414,406.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth 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 3,162,651 shares
    Change vs previous 13F +510,701 shares

    14.21% of the 13F portfolio, value $114,076,819.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth 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 2,651,950 shares
    Change vs previous 13F not available

    13.32% of the 13F portfolio, value $99,607,225.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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