Skip to content
Disclosery

Lloyd Advisory Services, LLC.: SPTM position timeline

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

Lloyd Advisory Services, LLC. held 4,979 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,979 shares
    Change vs previous 13F +4,581 shares

    0.18% of the 13F portfolio, value $452,043.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory 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 398 shares
    Change vs previous 13F -4,630 shares

    0.01% of the 13F portfolio, value $31,466.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory 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 5,028 shares
    Change vs previous 13F +1,171 shares

    0.16% of the 13F portfolio, value $414,810.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory 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 3,857 shares
    Change vs previous 13F -1,483 shares

    0.15% of the 13F portfolio, value $311,067.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory 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 5,340 shares
    Change vs previous 13F -416 shares

    0.19% of the 13F portfolio, value $399,912.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory 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 5,756 shares
    Change vs previous 13F -222 shares

    0.2% of the 13F portfolio, value $391,466.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory 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 5,978 shares
    Change vs previous 13F +1,378 shares

    0.2% of the 13F portfolio, value $427,008.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,600 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $322,275.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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