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Great Point Wealth Advisors, LLC: SPTS position timeline

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

Great Point Wealth Advisors, LLC held 660,143 SPTS 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 660,143 shares
    Change vs previous 13F +32,027 shares

    3.09% of the 13F portfolio, value $19,150,750.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 628,116 shares
    Change vs previous 13F -11,234 shares

    3.38% of the 13F portfolio, value $18,328,424.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 639,350 shares
    Change vs previous 13F +50,286 shares

    3.42% of the 13F portfolio, value $18,720,179.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 589,064 shares
    Change vs previous 13F +73,438 shares

    3.25% of the 13F portfolio, value $17,271,347.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 515,626 shares
    Change vs previous 13F -2,658 shares

    3.26% of the 13F portfolio, value $15,076,896.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 518,284 shares
    Change vs previous 13F +2,435 shares

    3.29% of the 13F portfolio, value $15,035,415.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 515,849 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $15,171,107.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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