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Disclosery

B.O.S.S. Retirement Advisors, LLC: SPTM 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 SPTM, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 796,314 SPTM 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 796,314 shares
    Change vs previous 13F +88,787 shares

    19.52% of the 13F portfolio, value $72,297,324.

    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 707,527 shares
    Change vs previous 13F +142,205 shares

    17.05% of the 13F portfolio, value $55,937,072.

    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 565,322 shares
    Change vs previous 13F -52,891 shares

    14.68% of the 13F portfolio, value $46,639,072.

    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 618,213 shares
    Change vs previous 13F +38,245 shares

    11.92% of the 13F portfolio, value $49,858,905.

    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 579,968 shares
    Change vs previous 13F not available

    10.91% of the 13F portfolio, value $43,433,840.

    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).