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Disclosery

B.O.S.S. Retirement Advisors, LLC: SPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on SPD, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 21,787 SPD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,787 shares
    Change vs previous 13F -457 shares

    0.24% of the 13F portfolio, value $903,728.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 22,244 shares
    Change vs previous 13F -2,095 shares

    0.25% of the 13F portfolio, value $809,011.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 24,339 shares
    Change vs previous 13F -14,655 shares

    0.3% of the 13F portfolio, value $955,537.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 38,994 shares
    Change vs previous 13F -3,624 shares

    0.37% of the 13F portfolio, value $1,540,642.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 42,618 shares
    Change vs previous 13F +42,618 shares

    0.41% of the 13F portfolio, value $1,620,184.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 0 shares
    Change vs previous 13F -25,687 shares

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 25,687 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $857,227.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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