Evensky & Katz LLC: SPTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on SPTS, newest first. How the timeline and the estimate are built.
Evensky & Katz LLC held 18,298 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 18,298 sharesChange vs previous 13F +172 shares
0.03% of the 13F portfolio, value $531,000.
13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 18,126 sharesChange vs previous 13F +114 shares
0.03% of the 13F portfolio, value $529,000.
13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 18,012 sharesChange vs previous 13F +231 shares
0.03% of the 13F portfolio, value $527,000.
13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 17,781 sharesChange vs previous 13F +176 shares
0.03% of the 13F portfolio, value $521,000.
13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 17,605 sharesChange vs previous 13F +180 shares
0.03% of the 13F portfolio, value $516,000.
13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 17,425 sharesChange vs previous 13F -207 shares
0.03% of the 13F portfolio, value $510,000.
13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 17,632 sharesChange vs previous 13F +239 shares
0.03% of the 13F portfolio, value $512,000.
13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 17,393 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $512,000.
13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).