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Disclosery

MA Private Wealth: SPTL position timeline

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

MA Private Wealth held 1,470,776 SPTL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,470,776 shares
    Change vs previous 13F +65,899 shares

    5.75% of the 13F portfolio, value $38,578,467.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 1,404,877 shares
    Change vs previous 13F +739,855 shares

    6.25% of the 13F portfolio, value $36,948,277.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 665,022 shares
    Change vs previous 13F +34,108 shares

    2.94% of the 13F portfolio, value $17,603,145.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 630,914 shares
    Change vs previous 13F +11,712 shares

    2.86% of the 13F portfolio, value $17,003,131.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 619,202 shares
    Change vs previous 13F +263,200 shares

    2.94% of the 13F portfolio, value $16,458,388.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 356,002 shares
    Change vs previous 13F -80,756 shares

    1.83% of the 13F portfolio, value $9,704,614.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 436,758 shares
    Change vs previous 13F +15,871 shares

    2.14% of the 13F portfolio, value $11,438,679.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 420,887 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $12,235,171.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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