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FDx Advisors, Inc.: SPTL position timeline

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

FDx Advisors, Inc. held 87,607 SPTL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,607 shares
    Change vs previous 13F +4,395 shares

    0.69% of the 13F portfolio, value $2,298,000.

    13F-HR 0001566601-26-000004 filed by FDx Advisors, Inc.
    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 83,212 shares
    Change vs previous 13F +83,212 shares

    0.7% of the 13F portfolio, value $2,188,000.

    13F-HR 0001566601-26-000003 filed by FDx Advisors, Inc.
    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 0 shares
    Change vs previous 13F -83,719 shares

    13F-HR 0001566601-26-000001 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 83,719 shares
    Change vs previous 13F -314 shares

    0.68% of the 13F portfolio, value $2,277,000.

    13F-HR 0001566601-25-000012 filed by FDx Advisors, Inc.
    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 84,033 shares
    Change vs previous 13F +304 shares

    0.68% of the 13F portfolio, value $2,234,000.

    13F-HR 0001566601-25-000007 filed by FDx Advisors, Inc.
    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 83,729 shares
    Change vs previous 13F -7,951 shares

    0.74% of the 13F portfolio, value $2,282,000.

    13F-HR 0001566601-25-000004 filed by FDx Advisors, Inc.
    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 91,680 shares
    Change vs previous 13F -3,911 shares

    0.7% of the 13F portfolio, value $2,401,000.

    13F-HR 0001566601-25-000001 filed by FDx Advisors, Inc.
    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 95,591 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,779,000.

    13F-HR 0001566601-24-000010 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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