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Disclosery

Towerpoint Wealth, LLC: SPDW position timeline

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

Towerpoint Wealth, LLC held 88,065 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,065 shares
    Change vs previous 13F -1,867 shares

    1.54% of the 13F portfolio, value $4,437,609.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 89,932 shares
    Change vs previous 13F -2,000 shares

    1.66% of the 13F portfolio, value $4,105,411.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 91,932 shares
    Change vs previous 13F -758 shares

    1.62% of the 13F portfolio, value $4,082,715.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 92,690 shares
    Change vs previous 13F -3,655 shares

    1.62% of the 13F portfolio, value $3,966,214.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 96,345 shares
    Change vs previous 13F -8,869 shares

    1.73% of the 13F portfolio, value $3,901,017.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 105,214 shares
    Change vs previous 13F -2,096 shares

    1.9% of the 13F portfolio, value $3,830,824.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 107,310 shares
    Change vs previous 13F +9,862 shares

    1.79% of the 13F portfolio, value $3,662,473.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 97,448 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,660,130.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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