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VestGen Advisors, LLC: SPDW position timeline

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

VestGen Advisors, LLC held 77,440 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,440 shares
    Change vs previous 13F -6,322 shares

    0.11% of the 13F portfolio, value $3,902,204.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 83,762 shares
    Change vs previous 13F -3,833 shares

    0.12% of the 13F portfolio, value $4,171,325.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 87,595 shares
    Change vs previous 13F -256,886 shares

    0.17% of the 13F portfolio, value $3,890,074.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 344,481 shares
    Change vs previous 13F +4,809 shares

    0.49% of the 13F portfolio, value $14,740,346.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 339,672 shares
    Change vs previous 13F -15,098 shares

    0.55% of the 13F portfolio, value $13,712,563.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 354,770 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $12,917,173.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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