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Disclosery

LIGHTHOUSE FINANCIAL SERVICES INC /ADV: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIGHTHOUSE FINANCIAL SERVICES INC /ADV on SPSB, newest first. How the timeline and the estimate are built.

LIGHTHOUSE FINANCIAL SERVICES INC /ADV held 300,726 SPSB 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 300,726 shares
    Change vs previous 13F -892 shares

    1.89% of the 13F portfolio, value $8,991,700.

    13F-HR 0001068979-26-000004 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 301,618 shares
    Change vs previous 13F +7,621 shares

    2.05% of the 13F portfolio, value $9,075,672.

    13F-HR 0001068979-26-000003 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 293,997 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $8,878,703.

    13F-HR 0001068979-26-000002 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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