Skip to content
Disclosery

Fiduciary Group, LLC: SPTS position timeline

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

Fiduciary Group, LLC held 570,516 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 570,516 shares
    Change vs previous 13F +14,422 shares

    1.3% of the 13F portfolio, value $16,550,658.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 556,094 shares
    Change vs previous 13F +55,285 shares

    1.39% of the 13F portfolio, value $16,226,829.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 500,809 shares
    Change vs previous 13F +59,707 shares

    1.23% of the 13F portfolio, value $14,663,677.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 441,102 shares
    Change vs previous 13F +64,261 shares

    1.14% of the 13F portfolio, value $12,933,120.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 376,841 shares
    Change vs previous 13F +32,204 shares

    1.04% of the 13F portfolio, value $11,037,663.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 344,637 shares
    Change vs previous 13F +47,278 shares

    1.01% of the 13F portfolio, value $10,077,181.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 297,359 shares
    Change vs previous 13F +137,204 shares

    0.87% of the 13F portfolio, value $8,626,390.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 160,155 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,710,168.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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