Skip to content
Disclosery

Certus Wealth Management, LLC: SPTI position timeline

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

Certus Wealth Management, LLC held 23,633 SPTI shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 23,633 shares
    Change vs previous 13F -2,845 shares

    0.41% of the 13F portfolio, value $682,994.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 26,478 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $761,772.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 26,478 shares
    Change vs previous 13F -883 shares

    0.51% of the 13F portfolio, value $749,327.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 27,361 shares
    Change vs previous 13F +1,758 shares

    0.51% of the 13F portfolio, value $766,108.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 25,603 shares
    Change vs previous 13F -1,843 shares

    0.52% of the 13F portfolio, value $744,023.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 27,446 shares
    Change vs previous 13F +136 shares

    0.58% of the 13F portfolio, value $769,037.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 27,310 shares
    Change vs previous 13F -2,022 shares

    0.6% of the 13F portfolio, value $757,579.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 29,332 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $837,722.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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