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Detalus Advisors, LLC: SPBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Detalus Advisors, LLC on SPBO, newest first. How the timeline and the estimate are built.

Detalus Advisors, LLC held 23,616 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,616 shares
    Change vs previous 13F +7,581 shares

    0.13% of the 13F portfolio, value $685,810.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, LLC
    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 16,035 shares
    Change vs previous 13F -1,530 shares

    0.11% of the 13F portfolio, value $465,497.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,565 shares
    Change vs previous 13F +3,093 shares

    0.13% of the 13F portfolio, value $515,352.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, LLC
    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 14,472 shares
    Change vs previous 13F +1,313 shares

    0.11% of the 13F portfolio, value $428,808.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, LLC
    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 13,159 shares
    Change vs previous 13F -1,123 shares

    0.11% of the 13F portfolio, value $384,508.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
    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 14,282 shares
    Change vs previous 13F +856 shares

    0.13% of the 13F portfolio, value $414,609.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,426 shares
    Change vs previous 13F +4,631 shares

    0.13% of the 13F portfolio, value $384,523.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
    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 8,795 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $264,116.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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