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Disclosery

Urban Financial Advisory Corp: SPDW position timeline

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

Urban Financial Advisory Corp held 8,758 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,758 shares
    Change vs previous 13F -490 shares

    0.12% of the 13F portfolio, value $441,292.

    13F-HR 0002005378-26-000004 filed by Urban Financial Advisory Corp
    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 9,248 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $422,182.

    13F-HR 0002005378-26-000002 filed by Urban Financial Advisory Corp
    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 9,248 shares
    Change vs previous 13F +234 shares

    0.16% of the 13F portfolio, value $410,714.

    13F-HR 0002005378-26-000001 filed by Urban Financial Advisory Corp
    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 9,014 shares
    Change vs previous 13F +6,267 shares

    0.18% of the 13F portfolio, value $385,723.

    13F-HR 0002005378-25-000006 filed by Urban Financial Advisory Corp
    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 2,747 shares
    Change vs previous 13F +45 shares

    0.06% of the 13F portfolio, value $111,239.

    13F-HR 0002005378-25-000003 filed by Urban Financial Advisory Corp
    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 2,702 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $98,380.

    13F-HR 0002005378-25-000002 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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