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Bridgewealth Advisory Group, LLC: SPTM position timeline

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

Bridgewealth Advisory Group, LLC held 301,764 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,764 shares
    Change vs previous 13F +13,379 shares

    5.17% of the 13F portfolio, value $27,397,184.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 288,385 shares
    Change vs previous 13F +23,681 shares

    4.73% of the 13F portfolio, value $22,799,718.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 264,704 shares
    Change vs previous 13F +5,371 shares

    4.82% of the 13F portfolio, value $21,838,080.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 259,333 shares
    Change vs previous 13F +10,689 shares

    4.85% of the 13F portfolio, value $20,915,206.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 248,644 shares
    Change vs previous 13F +217,073 shares

    4.73% of the 13F portfolio, value $18,620,949.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 31,571 shares
    Change vs previous 13F -194,726 shares

    2.82% of the 13F portfolio, value $2,147,144.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 226,297 shares
    Change vs previous 13F +32,943 shares

    4.75% of the 13F portfolio, value $16,798,026.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 193,354 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $13,546,381.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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