Skip to content
Disclosery

Boston Standard Wealth Management, LLC: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boston Standard Wealth Management, LLC on SPSB, newest first. How the timeline and the estimate are built.

Boston Standard Wealth Management, LLC held 108,792 SPSB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 108,792 shares
    Change vs previous 13F +6,379 shares

    0.46% of the 13F portfolio, value $3,219,182.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,413 shares
    Change vs previous 13F +5,275 shares

    0.44% of the 13F portfolio, value $3,062,437.

    13F-HR 0001630939-26-000006 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 97,138 shares
    Change vs previous 13F +4,673 shares

    0.48% of the 13F portfolio, value $2,912,683.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 92,465 shares
    Change vs previous 13F +3,243 shares

    0.46% of the 13F portfolio, value $2,792,451.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 89,222 shares
    Change vs previous 13F +3,028 shares

    0.45% of the 13F portfolio, value $2,703,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 86,194 shares
    Change vs previous 13F +12,987 shares

    0.47% of the 13F portfolio, value $2,602,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 73,207 shares
    Change vs previous 13F -6,612 shares

    0.48% of the 13F portfolio, value $2,174,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 79,819 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,383,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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