Brady Martz Wealth Solutions, LLC: SPTM position timeline

Brady Martz Wealth Solutions, LLC held 76,076 SPTM 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 76,076 shares

   Change vs previous 13F 0 shares

   1.04% of the 13F portfolio, value $6,906,940.

   13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-07-23 (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 76,076 shares

   Change vs previous 13F 0 shares

   1.02% of the 13F portfolio, value $6,014,569.

   13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-04-15 (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 76,076 shares

   Change vs previous 13F -327 shares

   1.11% of the 13F portfolio, value $6,276,270.

   13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-01-15 (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 76,403 shares

   Change vs previous 13F -1,178 shares

   1.12% of the 13F portfolio, value $6,161,902.

   13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, LLC
   Filed 2025-10-15 (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 77,581 shares

   Change vs previous 13F not available

   1.12% of the 13F portfolio, value $5,810,041.

   13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, LLC
   Filed 2025-07-14 (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).