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Cahill Wealth Management, LLC: SPTM position timeline

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

Cahill Wealth Management, LLC held 26,335 SPTM shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 26,335 shares
    Change vs previous 13F -230 shares

    0.91% of the 13F portfolio, value $1,791,058.

    13F-HR 0001172661-25-001684 filed by Cahill Wealth 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 ended2024-12-31
    13F 26,565 shares
    Change vs previous 13F -124 shares

    0.97% of the 13F portfolio, value $1,897,569.

    13F-HR 0001172661-25-000739 filed by Cahill Wealth 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 ended2024-09-30
    13F 26,689 shares
    Change vs previous 13F -5,956 shares

    0.96% of the 13F portfolio, value $1,869,845.

    13F-HR 0001172661-24-004442 filed by Cahill Wealth 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 ended2024-06-30
    13F 32,645 shares
    Change vs previous 13F +7,293 shares

    1.26% of the 13F portfolio, value $2,113,359.

    13F-HR 0001172661-24-003302 filed by Cahill Wealth 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 ended2024-03-31
    13F 25,352 shares
    Change vs previous 13F +2,212 shares

    0.95% of the 13F portfolio, value $1,626,334.

    13F-HR 0001172661-24-002139 filed by Cahill Wealth 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 ended2023-12-31
    13F 23,140 shares
    Change vs previous 13F -409 shares

    0.91% of the 13F portfolio, value $1,352,562.

    13F-HR 0001172661-24-000370 filed by Cahill Wealth 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 ended2023-09-30
    13F 23,549 shares
    Change vs previous 13F -174 shares

    0.95% of the 13F portfolio, value $1,236,074.

    13F-HR 0001172661-23-003552 filed by Cahill Wealth 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 ended2023-06-30
    13F 23,723 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,291,499.

    13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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