BRADLEY FOSTER & SARGENT INC/CT: SPSM position timeline

BRADLEY FOSTER & SARGENT INC/CT held 82,666 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 82,666 shares

   Change vs previous 13F +6,098 shares

   0.07% of the 13F portfolio, value $4,767,369.

   13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 76,568 shares

   Change vs previous 13F -9,569 shares

   0.06% of the 13F portfolio, value $3,699,783.

   13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 86,137 shares

   Change vs previous 13F +1,393 shares

   0.06% of the 13F portfolio, value $4,036,397.

   13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 84,744 shares

   Change vs previous 13F +4,666 shares

   0.06% of the 13F portfolio, value $3,925,359.

   13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 80,078 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $3,411,338.

   13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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