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FIDUCIARY FINANCIAL GROUP, LLC: SPTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL GROUP, LLC on SPTS, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL GROUP, LLC held 67,499 SPTS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67,499 shares
    Change vs previous 13F -6,674 shares

    0.23% of the 13F portfolio, value $1,935,196.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 74,173 shares
    Change vs previous 13F +26,428 shares

    0.24% of the 13F portfolio, value $2,151,759.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,745 shares
    Change vs previous 13F +843 shares

    0.18% of the 13F portfolio, value $1,393,199.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 46,902 shares
    Change vs previous 13F -3,267 shares

    0.19% of the 13F portfolio, value $1,373,291.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 50,169 shares
    Change vs previous 13F -6,040 shares

    0.23% of the 13F portfolio, value $1,470,955.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 56,209 shares
    Change vs previous 13F +933 shares

    0.3% of the 13F portfolio, value $1,639,617.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 55,276 shares
    Change vs previous 13F -5,389 shares

    0.35% of the 13F portfolio, value $1,614,059.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 60,665 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,755,645.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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