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Flaharty Asset Management, LLC: SPBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flaharty Asset Management, LLC on SPBO, newest first. How the timeline and the estimate are built.

Flaharty Asset Management, LLC held 58,923 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,923 shares
    Change vs previous 13F -687,336 shares

    2.44% of the 13F portfolio, value $1,704,003.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 746,259 shares
    Change vs previous 13F +9,573 shares

    2.69% of the 13F portfolio, value $21,663,906.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 736,686 shares
    Change vs previous 13F +28,192 shares

    2.7% of the 13F portfolio, value $21,614,350.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 708,494 shares
    Change vs previous 13F +20,374 shares

    2.67% of the 13F portfolio, value $20,993,533.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 688,120 shares
    Change vs previous 13F +19,363 shares

    2.75% of the 13F portfolio, value $20,106,872.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 668,757 shares
    Change vs previous 13F +67,808 shares

    2.8% of the 13F portfolio, value $19,414,013.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 600,949 shares
    Change vs previous 13F -19,346 shares

    2.51% of the 13F portfolio, value $17,211,187.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, 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 620,295 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $18,627,461.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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