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Frisch Financial Group, Inc.: SPTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frisch Financial Group, Inc. on SPTI, newest first. How the timeline and the estimate are built.

Frisch Financial Group, Inc. held 1,097,338 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,097,338 shares
    Change vs previous 13F +217,996 shares

    5.34% of the 13F portfolio, value $31,153,424.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 879,342 shares
    Change vs previous 13F +617,632 shares

    5.27% of the 13F portfolio, value $25,201,937.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 261,710 shares
    Change vs previous 13F +213,430 shares

    1.69% of the 13F portfolio, value $7,547,727.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 48,280 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,395,282.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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