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Disclosery

Annapolis Financial Services, LLC: SPTM position timeline

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

Annapolis Financial Services, LLC held 26,639 SPTM shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 26,639 shares
    Change vs previous 13F -22 shares

    0.55% of the 13F portfolio, value $1,866,304.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 26,661 shares
    Change vs previous 13F -200 shares

    0.57% of the 13F portfolio, value $1,768,981.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 26,861 shares
    Change vs previous 13F -64 shares

    0.57% of the 13F portfolio, value $1,723,156.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 26,925 shares
    Change vs previous 13F -46 shares

    0.39% of the 13F portfolio, value $1,573,774.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 26,971 shares
    Change vs previous 13F -2,825 shares

    0.41% of the 13F portfolio, value $1,415,727.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 29,796 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,622,108.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 29,796 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,502,625.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 29,796 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,409,065.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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