BARNES PETTEY FINANCIAL ADVISORS, LLC: SPSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARNES PETTEY FINANCIAL ADVISORS, LLC on SPSB, newest first. How the timeline and the estimate are built.
BARNES PETTEY FINANCIAL ADVISORS, LLC held 55,883 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 55,883 sharesChange vs previous 13F -455 shares
0.53% of the 13F portfolio, value $1,677,040.
13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,338 sharesChange vs previous 13F +9,973 shares
0.74% of the 13F portfolio, value $1,694,116.
13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,365 sharesChange vs previous 13F +1,361 shares
0.69% of the 13F portfolio, value $1,400,229.
13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,004 sharesChange vs previous 13F +1,160 shares
0.75% of the 13F portfolio, value $1,363,184.
13F-HR 0001765380-25-000470 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,844 sharesChange vs previous 13F +3,675 shares
0.88% of the 13F portfolio, value $1,323,650.
13F-HR 0001765380-25-000344 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,169 sharesChange vs previous 13F +26,833 shares
0.94% of the 13F portfolio, value $1,209,087.
13F-HR 0001908288-25-000002 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,336 sharesChange vs previous 13F +4,125 shares
0.3% of the 13F portfolio, value $398,213.
13F-HR 0001908288-25-000001 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,211 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $278,909.
13F-HR 0001908288-24-000005 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).