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Disclosery

Wallace Advisory Group, LLC: SPDW position timeline

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

Wallace Advisory Group, LLC held 29,148 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,148 shares
    Change vs previous 13F +7,620 shares

    1.38% of the 13F portfolio, value $1,468,767.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 21,528 shares
    Change vs previous 13F -1,849 shares

    1.05% of the 13F portfolio, value $982,754.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 23,377 shares
    Change vs previous 13F -816 shares

    1.09% of the 13F portfolio, value $1,038,172.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 24,193 shares
    Change vs previous 13F -176 shares

    0.79% of the 13F portfolio, value $979,575.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 24,369 shares
    Change vs previous 13F -125 shares

    0.64% of the 13F portfolio, value $887,275.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 24,494 shares
    Change vs previous 13F +1,701 shares

    0.58% of the 13F portfolio, value $835,980.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 22,793 shares
    Change vs previous 13F -682 shares

    0.59% of the 13F portfolio, value $856,105.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 23,475 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $823,503.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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