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Disclosery

Towercrest Capital Management: SPDW position timeline

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

Towercrest Capital Management held 117,680 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,680 shares
    Change vs previous 13F +4,249 shares

    0.83% of the 13F portfolio, value $5,929,884.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 113,431 shares
    Change vs previous 13F -1,764 shares

    0.81% of the 13F portfolio, value $5,178,147.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 115,195 shares
    Change vs previous 13F -3,051 shares

    0.81% of the 13F portfolio, value $5,115,832.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 118,246 shares
    Change vs previous 13F -6,659 shares

    0.81% of the 13F portfolio, value $5,059,767.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 124,905 shares
    Change vs previous 13F -1,779 shares

    0.9% of the 13F portfolio, value $5,057,423.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    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 126,684 shares
    Change vs previous 13F -33,784 shares

    0.88% of the 13F portfolio, value $4,612,582.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    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 160,468 shares
    Change vs previous 13F -4,850 shares

    0.89% of the 13F portfolio, value $5,476,789.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    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 165,318 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $6,209,362.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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