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Tradewinds Capital Management, LLC: SPBO position timeline

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

Tradewinds Capital Management, LLC held 123,188 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,188 shares
    Change vs previous 13F -378,850 shares

    0.64% of the 13F portfolio, value $3,577,368.

    13F-HR 0001616026-26-000007 filed by Tradewinds Capital Management, 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 502,038 shares
    Change vs previous 13F -253,080 shares

    2.89% of the 13F portfolio, value $14,574,164.

    13F-HR 0001616026-26-000005 filed by Tradewinds Capital Management, 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 755,118 shares
    Change vs previous 13F +627,359 shares

    4.67% of the 13F portfolio, value $22,155,163.

    13F-HR 0001616026-26-000002 filed by Tradewinds Capital Management, 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 127,759 shares
    Change vs previous 13F +50,004 shares

    0.85% of the 13F portfolio, value $3,785,500.

    13F-HR 0001616026-25-000007 filed by Tradewinds Capital Management, 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 77,755 shares
    Change vs previous 13F +11,762 shares

    0.57% of the 13F portfolio, value $2,272,002.

    13F-HR 0001616026-25-000004 filed by Tradewinds Capital Management, 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 65,993 shares
    Change vs previous 13F -17,294 shares

    0.51% of the 13F portfolio, value $1,915,777.

    13F-HR 0001616026-25-000003 filed by Tradewinds Capital Management, 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 83,287 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,385,340.

    13F-HR 0001616026-25-000001 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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