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HighPoint Advisor Group LLC: SPBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighPoint Advisor Group LLC on SPBO, newest first. How the timeline and the estimate are built.

HighPoint Advisor Group LLC held 172,535 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,535 shares
    Change vs previous 13F -86,562 shares

    0.18% of the 13F portfolio, value $5,010,402.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 259,097 shares
    Change vs previous 13F +103,565 shares

    0.32% of the 13F portfolio, value $7,521,589.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 155,532 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,563,306.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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