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Certified Advisory Corp: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on SPSB, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 431,011 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 431,011 shares
    Change vs previous 13F +26,087 shares

    1.04% of the 13F portfolio, value $12,934,635.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 404,924 shares
    Change vs previous 13F +29,305 shares

    1.09% of the 13F portfolio, value $12,176,076.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 375,619 shares
    Change vs previous 13F -7,318 shares

    1.03% of the 13F portfolio, value $11,343,679.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 382,937 shares
    Change vs previous 13F +8,048 shares

    1.1% of the 13F portfolio, value $11,599,167.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 374,889 shares
    Change vs previous 13F -1 shares

    1.18% of the 13F portfolio, value $11,317,907.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 374,890 shares
    Change vs previous 13F +10,942 shares

    1.28% of the 13F portfolio, value $11,284,203.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 363,948 shares
    Change vs previous 13F +21,805 shares

    1.18% of the 13F portfolio, value $10,867,472.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 342,143 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,360,091.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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