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Disclosery

Aspetuck Financial Management LLC: SPIB position timeline

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

Aspetuck Financial Management LLC held 82,959 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,959 shares
    Change vs previous 13F +1,477 shares

    1.63% of the 13F portfolio, value $2,775,808.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management 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 81,482 shares
    Change vs previous 13F +240 shares

    1.87% of the 13F portfolio, value $2,732,906.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management 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 81,242 shares
    Change vs previous 13F -345 shares

    1.84% of the 13F portfolio, value $2,746,792.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management 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 81,587 shares
    Change vs previous 13F +70 shares

    1.89% of the 13F portfolio, value $2,764,983.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management 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 81,517 shares
    Change vs previous 13F +7,647 shares

    2.06% of the 13F portfolio, value $2,737,341.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management 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 73,870 shares
    Change vs previous 13F +595 shares

    2.11% of the 13F portfolio, value $2,455,439.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management 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 73,275 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,400,489.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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