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Disclosery

Daniels&Tansey,LLP: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on SPTM, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 14,486 SPTM shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 14,486 shares
    Change vs previous 13F -18,298 shares

    2.16% of the 13F portfolio, value $6,220,722.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 32,784 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,784,760.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 32,784 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,653,297.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 32,784 shares
    Change vs previous 13F -13 shares

    0.59% of the 13F portfolio, value $1,550,355.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 32,797 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,446,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 32,797 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,524,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 32,797 shares
    Change vs previous 13F -2,563 shares

    0.62% of the 13F portfolio, value $1,822,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 35,360 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,066,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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