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Higgins & Schmidt Wealth Strategies LLC: SPTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Higgins & Schmidt Wealth Strategies LLC on SPTI, newest first. How the timeline and the estimate are built.

Higgins & Schmidt Wealth Strategies LLC held 405,964 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,964 shares
    Change vs previous 13F +31,149 shares

    4.76% of the 13F portfolio, value $11,525,309.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 374,815 shares
    Change vs previous 13F +51,028 shares

    4.91% of the 13F portfolio, value $10,742,210.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 323,787 shares
    Change vs previous 13F +18,321 shares

    4.42% of the 13F portfolio, value $9,338,004.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 305,466 shares
    Change vs previous 13F +19,998 shares

    4.46% of the 13F portfolio, value $8,827,975.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 285,468 shares
    Change vs previous 13F +63,858 shares

    4.55% of the 13F portfolio, value $8,212,921.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 221,610 shares
    Change vs previous 13F +12,640 shares

    3.74% of the 13F portfolio, value $6,333,611.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 208,970 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $5,826,078.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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