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Broadway Wealth Solutions, Inc.: SPTL position timeline

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

Broadway Wealth Solutions, Inc. held 173,205 SPTL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,205 shares
    Change vs previous 13F +8,452 shares

    2.12% of the 13F portfolio, value $4,543,167.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 164,753 shares
    Change vs previous 13F +12,007 shares

    2.24% of the 13F portfolio, value $4,333,004.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 152,746 shares
    Change vs previous 13F +12,688 shares

    2.16% of the 13F portfolio, value $4,043,187.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 140,058 shares
    Change vs previous 13F +14,930 shares

    2.12% of the 13F portfolio, value $3,774,563.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 125,128 shares
    Change vs previous 13F +9,690 shares

    2.07% of the 13F portfolio, value $3,325,902.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 115,438 shares
    Change vs previous 13F +15,213 shares

    2.3% of the 13F portfolio, value $3,146,840.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 100,225 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,624,893.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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