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Astoria Strategic Wealth, Inc.: SPTM position timeline

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

Astoria Strategic Wealth, Inc. held 18,459 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 18,459 shares
    Change vs previous 13F +128 shares

    0.38% of the 13F portfolio, value $1,675,893.

    13F-HR 0001777914-26-000005 filed by Astoria Strategic Wealth, Inc.
    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 18,331 shares
    Change vs previous 13F +835 shares

    0.37% of the 13F portfolio, value $1,449,249.

    13F-HR 0001777914-26-000004 filed by Astoria Strategic Wealth, Inc.
    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 17,496 shares
    Change vs previous 13F -84 shares

    0.36% of the 13F portfolio, value $1,443,420.

    13F-HR 0001777914-26-000001 filed by Astoria Strategic Wealth, Inc.
    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 17,580 shares
    Change vs previous 13F -41 shares

    0.36% of the 13F portfolio, value $1,417,827.

    13F-HR 0001777914-25-000007 filed by Astoria Strategic Wealth, Inc.
    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 17,621 shares
    Change vs previous 13F +497 shares

    0.36% of the 13F portfolio, value $1,319,637.

    13F-HR 0001777914-25-000004 filed by Astoria Strategic Wealth, Inc.
    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 17,124 shares
    Change vs previous 13F +347 shares

    0.34% of the 13F portfolio, value $1,164,603.

    13F-HR 0001777914-25-000003 filed by Astoria Strategic Wealth, Inc.
    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 16,777 shares
    Change vs previous 13F -1,831 shares

    0.36% of the 13F portfolio, value $1,198,381.

    13F-HR 0001777914-25-000002 filed by Astoria Strategic Wealth, Inc.
    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 18,608 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,303,676.

    13F-HR 0001777914-24-000007 filed by Astoria Strategic Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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