TRUE Private Wealth Advisors: SPDW position timeline

TRUE Private Wealth Advisors held 0 SPDW shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -74,806 shares

   13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 74,806 shares

   Change vs previous 13F +6,683 shares

   0.33% of the 13F portfolio, value $3,200,954.

   13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 68,123 shares

   Change vs previous 13F +8,875 shares

   0.31% of the 13F portfolio, value $2,758,312.

   13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 59,248 shares

   Change vs previous 13F +7,682 shares

   0.26% of the 13F portfolio, value $2,157,213.

   13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 51,566 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $1,759,977.

   13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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