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WealthTrak Capital Management LLC: SPDW position timeline

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

WealthTrak Capital Management LLC held 115,790 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,790 shares
    Change vs previous 13F -41,136 shares

    3.84% of the 13F portfolio, value $5,834,658.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 156,926 shares
    Change vs previous 13F +35,330 shares

    5.12% of the 13F portfolio, value $7,163,672.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 121,596 shares
    Change vs previous 13F -14,033 shares

    3.87% of the 13F portfolio, value $5,400,078.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 135,629 shares
    Change vs previous 13F -24,135 shares

    4.78% of the 13F portfolio, value $5,803,565.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 159,764 shares
    Change vs previous 13F +30,345 shares

    5.4% of the 13F portfolio, value $6,468,845.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 129,419 shares
    Change vs previous 13F +69,186 shares

    4.06% of the 13F portfolio, value $4,712,146.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 60,233 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,055,753.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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