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
- period ended2026-06-3013F 251,553 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 222,401 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 223,966 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 235,839 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 189,516 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 173,437 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 137,269 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 143,233 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).