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ARS Wealth Advisors Group, LLC: SPTM position timeline

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

ARS Wealth Advisors Group, LLC held 1,018,751 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,018,751 shares
    Change vs previous 13F -13,341 shares

    7.24% of the 13F portfolio, value $92,492,418.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors Group, 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 1,032,092 shares
    Change vs previous 13F +12,254 shares

    6.89% of the 13F portfolio, value $81,597,174.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors Group, 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 1,019,838 shares
    Change vs previous 13F +3,851 shares

    7.59% of the 13F portfolio, value $84,136,665.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors Group, 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 1,015,987 shares
    Change vs previous 13F -479 shares

    8.09% of the 13F portfolio, value $81,939,323.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors Group, 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 1,016,466 shares
    Change vs previous 13F +19,669 shares

    8.79% of the 13F portfolio, value $76,123,135.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors Group, 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 996,797 shares
    Change vs previous 13F -7,400 shares

    9.58% of the 13F portfolio, value $67,792,175.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors Group, 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 1,004,197 shares
    Change vs previous 13F +6,145 shares

    9.87% of the 13F portfolio, value $71,729,778.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors Group, LLC
    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 998,052 shares
    Change vs previous 13F not available

    8.59% of the 13F portfolio, value $69,923,502.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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