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USAdvisors Wealth Management, LLC: SPDW position timeline

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

USAdvisors Wealth Management, LLC held 34,113 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,113 shares
    Change vs previous 13F -350 shares

    0.49% of the 13F portfolio, value $1,718,000.

    13F-HR 0001735605-26-000003 filed by USAdvisors Wealth 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 34,463 shares
    Change vs previous 13F -1,148 shares

    0.51% of the 13F portfolio, value $1,522,000.

    13F-HR 0001735605-26-000002 filed by USAdvisors Wealth 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 35,611 shares
    Change vs previous 13F -234 shares

    0.52% of the 13F portfolio, value $1,581,000.

    13F-HR 0001735605-26-000001 filed by USAdvisors Wealth 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 35,845 shares
    Change vs previous 13F -1,124 shares

    0.53% of the 13F portfolio, value $1,533,000.

    13F-HR 0001735605-25-000007 filed by USAdvisors Wealth 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 36,969 shares
    Change vs previous 13F +426 shares

    0.56% of the 13F portfolio, value $1,497,000.

    13F-HR 0001735605-25-000004 filed by USAdvisors Wealth 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 36,543 shares
    Change vs previous 13F -15,216 shares

    0.46% of the 13F portfolio, value $1,330,000.

    13F-HR 0001735605-25-000003 filed by USAdvisors Wealth 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 51,759 shares
    Change vs previous 13F -947 shares

    0.57% of the 13F portfolio, value $1,766,000.

    13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, 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 52,706 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,988,000.

    13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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