Skip to content
Disclosery

Boston Standard Wealth Management, LLC: SPSM position timeline

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

Boston Standard Wealth Management, LLC held 376,161 SPSM 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 376,161 shares
    Change vs previous 13F -671 shares

    2.86% of the 13F portfolio, value $19,883,881.

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

  2. period ended2026-06-30
    13F 376,832 shares
    Change vs previous 13F -10,012 shares

    3.16% of the 13F portfolio, value $21,812,944.

    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 386,844 shares
    Change vs previous 13F +170 shares

    3.08% of the 13F portfolio, value $18,837,696.

    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 386,674 shares
    Change vs previous 13F +10,410 shares

    2.99% of the 13F portfolio, value $18,119,549.

    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 376,264 shares
    Change vs previous 13F +2,213 shares

    2.93% of the 13F portfolio, value $17,429,000.

    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 374,051 shares
    Change vs previous 13F +38,225 shares

    2.87% of the 13F portfolio, value $15,935,000.

    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 335,826 shares
    Change vs previous 13F -18,516 shares

    3.07% of the 13F portfolio, value $13,947,000.

    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 354,342 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $15,917,000.

    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).