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Boston Standard Wealth Management, LLC: SPTM position timeline

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

Boston Standard Wealth Management, LLC held 349,333 SPTM 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 349,333 shares
    Change vs previous 13F +9,625 shares

    4.62% of the 13F portfolio, value $32,156,143.

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

  2. period ended2026-06-30
    13F 339,708 shares
    Change vs previous 13F +3,538 shares

    4.48% of the 13F portfolio, value $30,877,753.

    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 336,170 shares
    Change vs previous 13F +2,923 shares

    4.38% of the 13F portfolio, value $26,774,271.

    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 333,247 shares
    Change vs previous 13F -9,164 shares

    4.54% of the 13F portfolio, value $27,492,891.

    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 342,411 shares
    Change vs previous 13F +860 shares

    4.64% of the 13F portfolio, value $27,615,000.

    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 341,551 shares
    Change vs previous 13F -19,409 shares

    4.61% of the 13F portfolio, value $25,579,000.

    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 360,960 shares
    Change vs previous 13F +12,956 shares

    5.26% of the 13F portfolio, value $23,950,000.

    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 348,004 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $24,858,000.

    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).