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Litman Gregory Wealth Management LLC: SPSB position timeline

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

Litman Gregory Wealth Management LLC held 538,923 SPSB shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 538,923 shares
    Change vs previous 13F -57,623 shares

    1.19% of the 13F portfolio, value $16,275,480.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 596,546 shares
    Change vs previous 13F -151,663 shares

    1.34% of the 13F portfolio, value $18,069,382.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 748,209 shares
    Change vs previous 13F -126,072 shares

    1.78% of the 13F portfolio, value $22,588,433.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 874,281 shares
    Change vs previous 13F +171,536 shares

    2.26% of the 13F portfolio, value $26,315,862.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 702,745 shares
    Change vs previous 13F -257,725 shares

    1.82% of the 13F portfolio, value $20,983,969.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 960,470 shares
    Change vs previous 13F +60,170 shares

    2.43% of the 13F portfolio, value $29,083,043.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 900,300 shares
    Change vs previous 13F -133,585 shares

    2.37% of the 13F portfolio, value $26,738,921.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 1,033,885 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $30,778,748.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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