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Disclosery

Integrated Wealth Management: SPTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Management on SPTL, newest first. How the timeline and the estimate are built.

Integrated Wealth Management held 17,737 SPTL 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 17,737 shares
    Change vs previous 13F -53,484 shares

    0.49% of the 13F portfolio, value $465,251.

    13F-HR 0002085853-26-000969 filed by Integrated Wealth Management
    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 71,221 shares
    Change vs previous 13F -1,598 shares

    2.15% of the 13F portfolio, value $1,873,125.

    13F-HR 0002085853-26-000463 filed by Integrated Wealth Management
    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 72,819 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $1,927,530.

    13F-HR 0002085853-26-000292 filed by Integrated Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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