Skip to content
Disclosery

GENESIS PRIVATE WEALTH, LLC: SPTS position timeline

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

GENESIS PRIVATE WEALTH, LLC held 71,952 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,952 shares
    Change vs previous 13F -9,182 shares

    0.59% of the 13F portfolio, value $2,087,336.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 81,134 shares
    Change vs previous 13F -7,578 shares

    0.75% of the 13F portfolio, value $2,367,489.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 88,712 shares
    Change vs previous 13F -21,947 shares

    0.81% of the 13F portfolio, value $2,597,482.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 110,659 shares
    Change vs previous 13F +1,259 shares

    1.36% of the 13F portfolio, value $3,244,524.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 109,400 shares
    Change vs previous 13F +859 shares

    1.51% of the 13F portfolio, value $3,204,313.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 108,541 shares
    Change vs previous 13F +3,569 shares

    1.68% of the 13F portfolio, value $3,173,752.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 104,972 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,045,236.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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