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GLOBALT Investments LLC / GA: SPTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on SPTB, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 1,615,951 SPTB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,615,951 shares
    Change vs previous 13F -43,508 shares

    1.64% of the 13F portfolio, value $48,575,480.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 1,659,459 shares
    Change vs previous 13F +99,144 shares

    1.79% of the 13F portfolio, value $50,223,520.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 1,560,315 shares
    Change vs previous 13F -3,265 shares

    1.73% of the 13F portfolio, value $47,472,584.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 1,563,580 shares
    Change vs previous 13F -27,897 shares

    1.75% of the 13F portfolio, value $47,874,315.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 1,591,477 shares
    Change vs previous 13F -29,950 shares

    1.86% of the 13F portfolio, value $48,536,704.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 1,621,427 shares
    Change vs previous 13F -4,857 shares

    2.02% of the 13F portfolio, value $49,543,672.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 1,626,284 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $48,634,023.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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