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Fingerlakes Wealth Management, Inc.: SPTM position timeline

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

Fingerlakes Wealth Management, Inc. held 24,615 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,615 shares
    Change vs previous 13F -812 shares

    1.2% of the 13F portfolio, value $2,234,753.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 25,427 shares
    Change vs previous 13F -2,773 shares

    1.33% of the 13F portfolio, value $2,010,295.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 28,200 shares
    Change vs previous 13F -1,850 shares

    1.48% of the 13F portfolio, value $2,326,480.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
    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 30,050 shares
    Change vs previous 13F -562 shares

    1.58% of the 13F portfolio, value $2,423,541.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 30,612 shares
    Change vs previous 13F -436 shares

    1.71% of the 13F portfolio, value $2,292,520.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 31,048 shares
    Change vs previous 13F -976 shares

    1.8% of the 13F portfolio, value $2,111,567.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 32,024 shares
    Change vs previous 13F -1,224 shares

    1.85% of the 13F portfolio, value $2,287,500.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 33,248 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,329,387.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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