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Disclosery

World Investment Advisors: SPDW position timeline

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

World Investment Advisors held 69,514 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,514 shares
    Change vs previous 13F -6,652 shares

    0.05% of the 13F portfolio, value $3,263,084.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 76,166 shares
    Change vs previous 13F +959 shares

    0.06% of the 13F portfolio, value $3,476,994.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 75,207 shares
    Change vs previous 13F +57,060 shares

    0.05% of the 13F portfolio, value $3,339,961.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 18,147 shares
    Change vs previous 13F -4,135 shares

    0.02% of the 13F portfolio, value $776,534.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 22,282 shares
    Change vs previous 13F -9,530 shares

    0.02% of the 13F portfolio, value $902,220.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 31,812 shares
    Change vs previous 13F -8,004 shares

    0.03% of the 13F portfolio, value $1,158,244.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 39,816 shares
    Change vs previous 13F +476 shares

    0.04% of the 13F portfolio, value $1,358,890.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 39,340 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,477,621.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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