Skip to content

Certified Advisory Corp: SPTI position timeline

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

Certified Advisory Corp held 259,188 SPTI 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 259,188 shares
    Change vs previous 13F -232,532 shares

    0.59% of the 13F portfolio, value $7,358,343.

    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 491,720 shares
    Change vs previous 13F +37,115 shares

    1.26% of the 13F portfolio, value $14,092,693.

    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 454,605 shares
    Change vs previous 13F +11,112 shares

    1.19% of the 13F portfolio, value $13,110,808.

    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 443,493 shares
    Change vs previous 13F +18,437 shares

    1.22% of the 13F portfolio, value $12,816,952.

    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 425,056 shares
    Change vs previous 13F -10,178 shares

    1.27% of the 13F portfolio, value $12,228,863.

    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 435,234 shares
    Change vs previous 13F -44,672 shares

    1.41% of the 13F portfolio, value $12,438,983.

    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 479,906 shares
    Change vs previous 13F +45,376 shares

    1.45% of the 13F portfolio, value $13,379,775.

    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 434,530 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $12,627,435.

    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).