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Detalus Advisors, LLC: SPTL position timeline

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

Detalus Advisors, LLC held 251,553 SPTL 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 251,553 shares
    Change vs previous 13F +29,152 shares

    1.29% of the 13F portfolio, value $6,598,237.

    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 222,401 shares
    Change vs previous 13F -1,565 shares

    1.34% of the 13F portfolio, value $5,849,151.

    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 223,966 shares
    Change vs previous 13F -11,873 shares

    1.44% of the 13F portfolio, value $5,928,372.

    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 235,839 shares
    Change vs previous 13F +46,323 shares

    1.65% of the 13F portfolio, value $6,355,873.

    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 189,516 shares
    Change vs previous 13F +16,079 shares

    1.46% of the 13F portfolio, value $5,037,323.

    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 173,437 shares
    Change vs previous 13F +36,168 shares

    1.48% of the 13F portfolio, value $4,727,894.

    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 137,269 shares
    Change vs previous 13F -5,964 shares

    1.18% of the 13F portfolio, value $3,595,070.

    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 143,233 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,163,794.

    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).