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Avant Financial Advisors LLC: SPTI position timeline

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

Avant Financial Advisors LLC held 157,327 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,327 shares
    Change vs previous 13F +20,664 shares

    2.78% of the 13F portfolio, value $4,466,501.

    13F-HR 0001951757-26-000953 filed by Avant 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 136,663 shares
    Change vs previous 13F +4,371 shares

    2.75% of the 13F portfolio, value $3,916,748.

    13F-HR 0001951757-26-000711 filed by Avant 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 132,292 shares
    Change vs previous 13F +12,249 shares

    2.74% of the 13F portfolio, value $3,815,288.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 120,043 shares
    Change vs previous 13F +4,850 shares

    2.61% of the 13F portfolio, value $3,469,247.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 115,193 shares
    Change vs previous 13F +4,166 shares

    2.73% of the 13F portfolio, value $3,314,107.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 111,027 shares
    Change vs previous 13F +9,992 shares

    2.88% of the 13F portfolio, value $3,173,157.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 101,035 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,816,845.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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