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Burns Matteson Capital Management, LLC: SPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burns Matteson Capital Management, LLC on SPIB, newest first. How the timeline and the estimate are built.

Burns Matteson Capital Management, LLC held 350,124 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,124 shares
    Change vs previous 13F +48,239 shares

    3.72% of the 13F portfolio, value $11,715,145.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, 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 301,885 shares
    Change vs previous 13F +32,563 shares

    3.95% of the 13F portfolio, value $10,125,234.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, 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 269,322 shares
    Change vs previous 13F +100,840 shares

    3.66% of the 13F portfolio, value $9,105,791.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, 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 168,482 shares
    Change vs previous 13F +7,128 shares

    2.4% of the 13F portfolio, value $5,709,856.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, 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 161,354 shares
    Change vs previous 13F +73,435 shares

    2.62% of the 13F portfolio, value $5,418,268.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, 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 87,919 shares
    Change vs previous 13F +37,185 shares

    1.57% of the 13F portfolio, value $2,922,413.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, 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 50,734 shares
    Change vs previous 13F +26,269 shares

    0.93% of the 13F portfolio, value $1,662,057.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, 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 24,465 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $824,715.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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