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Disclosery

Costello Asset Management, INC: SPTI position timeline

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

Costello Asset Management, INC held 50,057 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,057 shares
    Change vs previous 13F -3,730 shares

    0.43% of the 13F portfolio, value $1,421,125.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 53,787 shares
    Change vs previous 13F -4,333 shares

    0.53% of the 13F portfolio, value $1,541,533.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 58,120 shares
    Change vs previous 13F +627 shares

    0.55% of the 13F portfolio, value $1,676,186.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 57,493 shares
    Change vs previous 13F -185 shares

    0.56% of the 13F portfolio, value $1,661,546.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 57,678 shares
    Change vs previous 13F +535 shares

    0.62% of the 13F portfolio, value $1,659,389.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 57,143 shares
    Change vs previous 13F -7,823 shares

    0.66% of the 13F portfolio, value $1,633,149.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 64,966 shares
    Change vs previous 13F -6,341 shares

    1.2% of the 13F portfolio, value $1,811,264.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 71,307 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,072,167.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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