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Brady Martz Wealth Solutions, LLC: SPTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on SPTL, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 39,767 SPTL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,767 shares
    Change vs previous 13F -2,808 shares

    0.16% of the 13F portfolio, value $1,043,088.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 42,575 shares
    Change vs previous 13F -6,500 shares

    0.19% of the 13F portfolio, value $1,119,723.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 49,075 shares
    Change vs previous 13F -15,615 shares

    0.23% of the 13F portfolio, value $1,299,015.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 64,690 shares
    Change vs previous 13F -572 shares

    0.32% of the 13F portfolio, value $1,743,396.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 65,262 shares
    Change vs previous 13F -100,366 shares

    0.34% of the 13F portfolio, value $1,734,664.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 165,628 shares
    Change vs previous 13F -34,803 shares

    1.02% of the 13F portfolio, value $4,515,019.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 200,431 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,119,008.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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