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Tranquilli Financial Advisor LLC: SPDW position timeline

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

Tranquilli Financial Advisor LLC held 100,373 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,373 shares
    Change vs previous 13F +3,703 shares

    2.72% of the 13F portfolio, value $5,057,795.

    13F-HR 0001214659-26-009764 filed by Tranquilli Financial Advisor 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 96,670 shares
    Change vs previous 13F -12,656 shares

    2.58% of the 13F portfolio, value $4,412,986.

    13F-HR 0001214659-26-005880 filed by Tranquilli Financial Advisor 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 109,326 shares
    Change vs previous 13F -749 shares

    2.82% of the 13F portfolio, value $4,855,168.

    13F-HR 0001214659-26-000854 filed by Tranquilli Financial Advisor 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 110,075 shares
    Change vs previous 13F +770 shares

    2.78% of the 13F portfolio, value $4,710,109.

    13F-HR 0001214659-25-015582 filed by Tranquilli Financial Advisor 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 109,305 shares
    Change vs previous 13F -35,150 shares

    2.74% of the 13F portfolio, value $4,425,759.

    13F-HR 0001214659-25-011974 filed by Tranquilli Financial Advisor 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 144,455 shares
    Change vs previous 13F -6,640 shares

    3.33% of the 13F portfolio, value $5,259,607.

    13F-HR 0001214659-25-007387 filed by Tranquilli Financial Advisor 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 151,095 shares
    Change vs previous 13F +2,624 shares

    3.27% of the 13F portfolio, value $5,156,872.

    13F-HR 0001214659-25-001346 filed by Tranquilli Financial Advisor 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 148,471 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $5,576,571.

    13F-HR 0001214659-24-018965 filed by Tranquilli Financial Advisor LLC
    Filed (acceptance time not in the bulk data set), ingested

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