Martel Wealth Advisors LLC: SBUX position timeline

Martel Wealth Advisors LLC held 2,011 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,011 shares

   Change vs previous 13F +2,011 shares

   0.03% of the 13F portfolio, value $205,504.

   13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,487 shares

   13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 2,487 shares

   Change vs previous 13F +2,487 shares

   0.05% of the 13F portfolio, value $243,947.

   13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,071 shares

   13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,071 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $200,065.

   13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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