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Amicus Financial Advisors, LLC: SPTM position timeline

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

Amicus Financial Advisors, LLC held 8,461 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,461 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $768,174.

    13F-HR 0002113629-26-000003 filed by Amicus Financial 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 8,811 shares
    Change vs previous 13F -771 shares

    0.19% of the 13F portfolio, value $696,598.

    13F-HR 0002113629-26-000002 filed by Amicus Financial 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 9,582 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $790,515.

    13F-HR 0002113629-26-000001 filed by Amicus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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