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McClarren Financial Advisors, Inc.: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McClarren Financial Advisors, Inc. on SPTM, newest first. How the timeline and the estimate are built.

McClarren Financial Advisors, Inc. held 18,014 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,014 shares
    Change vs previous 13F -952 shares

    0.85% of the 13F portfolio, value $1,635,519.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    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 18,966 shares
    Change vs previous 13F +14,338 shares

    0.89% of the 13F portfolio, value $1,499,478.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    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 4,628 shares
    Change vs previous 13F -11,880 shares

    0.92% of the 13F portfolio, value $1,541,574.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    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 16,508 shares
    Change vs previous 13F -2,942 shares

    0.94% of the 13F portfolio, value $1,531,104.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    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 19,450 shares
    Change vs previous 13F +2,296 shares

    0.95% of the 13F portfolio, value $1,456,632.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    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 17,154 shares
    Change vs previous 13F -2,415 shares

    0.88% of the 13F portfolio, value $1,334,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    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 19,569 shares
    Change vs previous 13F +1,769 shares

    3.92% of the 13F portfolio, value $1,397,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    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 17,800 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $44,952,000.

    13F-HR 0001792704-24-000021 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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