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Disclosery

Hughes Financial Services, LLC: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on SPTM, newest first. How the timeline and the estimate are built.

Hughes Financial Services, LLC held 1,730,399 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,730,399 shares
    Change vs previous 13F +58,458 shares

    20.82% of the 13F portfolio, value $157,102,925.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 1,671,941 shares
    Change vs previous 13F +63,076 shares

    20.31% of the 13F portfolio, value $132,183,655.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 1,608,865 shares
    Change vs previous 13F -21,571 shares

    20.85% of the 13F portfolio, value $132,731,363.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 1,630,436 shares
    Change vs previous 13F +20,133 shares

    21.36% of the 13F portfolio, value $134,282,709.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 1,610,303 shares
    Change vs previous 13F +128,549 shares

    21.19% of the 13F portfolio, value $123,365,313.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 1,481,754 shares
    Change vs previous 13F -13,695 shares

    19.77% of the 13F portfolio, value $101,085,275.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, 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 1,495,449 shares
    Change vs previous 13F not available

    21.95% of the 13F portfolio, value $106,819,922.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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