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Advisory Resource Group: SPAB position timeline

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

Advisory Resource Group held 540,885 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 540,885 shares
    Change vs previous 13F +33,206 shares

    2.08% of the 13F portfolio, value $13,803,385.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 507,679 shares
    Change vs previous 13F +33,371 shares

    2.24% of the 13F portfolio, value $13,006,736.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 474,308 shares
    Change vs previous 13F +25,991 shares

    2.15% of the 13F portfolio, value $12,213,431.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 448,317 shares
    Change vs previous 13F -51,805 shares

    2.08% of the 13F portfolio, value $11,588,994.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 500,122 shares
    Change vs previous 13F +37,431 shares

    2.46% of the 13F portfolio, value $12,803,123.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 462,691 shares
    Change vs previous 13F +44,770 shares

    2.41% of the 13F portfolio, value $11,817,128.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 417,921 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $10,443,846.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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