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Ervin Investment Management, LLC: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ervin Investment Management, LLC on SPTM, newest first. How the timeline and the estimate are built.

Ervin Investment Management, LLC held 168,556 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,556 shares
    Change vs previous 13F +2,846 shares

    8.31% of the 13F portfolio, value $15,303,155.

    13F-HR 0001907802-26-000005 filed by Ervin Investment Management, 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 165,710 shares
    Change vs previous 13F +4,051 shares

    7.67% of the 13F portfolio, value $13,100,994.

    13F-HR 0001907802-26-000003 filed by Ervin Investment Management, 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/A 161,659 shares
    Change vs previous 13F +510 shares

    7.47% of the 13F portfolio, value $13,336,853.

    13F-HR/A 0001907802-26-000002 filed by Ervin Investment Management, 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 161,149 shares
    Change vs previous 13F -1,734 shares

    7.44% of the 13F portfolio, value $12,996,653.

    13F-HR 0001907802-25-000006 filed by Ervin Investment Management, 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 162,883 shares
    Change vs previous 13F +85,215 shares

    7.63% of the 13F portfolio, value $12,198,280.

    13F-HR 0001907802-25-000005 filed by Ervin Investment Management, 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 77,668 shares
    Change vs previous 13F -84,870 shares

    2.06% of the 13F portfolio, value $3,057,789.

    13F-HR 0001907802-25-000003 filed by Ervin Investment Management, 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 162,538 shares
    Change vs previous 13F -4,141 shares

    7.49% of the 13F portfolio, value $11,610,063.

    13F-HR 0001907802-25-000001 filed by Ervin Investment Management, 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 166,679 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $11,677,505.

    13F-HR 0001907802-24-000005 filed by Ervin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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