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Burns Matteson Capital Management, LLC: SPTM position timeline

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

Burns Matteson Capital Management, LLC held 7,627 SPTM 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 7,627 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $692,455.

    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 7,787 shares
    Change vs previous 13F -323 shares

    0.24% of the 13F portfolio, value $615,640.

    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 8,110 shares
    Change vs previous 13F -834 shares

    0.27% of the 13F portfolio, value $669,075.

    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 8,944 shares
    Change vs previous 13F -102 shares

    0.3% of the 13F portfolio, value $721,334.

    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 9,046 shares
    Change vs previous 13F -1,170 shares

    0.33% of the 13F portfolio, value $677,455.

    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 10,216 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $694,790.

    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).