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Melone Private Wealth, LLC: SPTI position timeline

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

Melone Private Wealth, LLC held 512,824 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 512,824 shares
    Change vs previous 13F +2,683 shares

    5.55% of the 13F portfolio, value $14,559,078.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, 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 510,141 shares
    Change vs previous 13F +8,749 shares

    5.97% of the 13F portfolio, value $14,620,644.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, 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 501,392 shares
    Change vs previous 13F -15,722 shares

    6.13% of the 13F portfolio, value $14,460,138.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, 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 517,114 shares
    Change vs previous 13F -361 shares

    6.77% of the 13F portfolio, value $14,944,585.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, 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 517,475 shares
    Change vs previous 13F +5,031 shares

    7.6% of the 13F portfolio, value $14,851,531.

    13F-HR 0001951757-25-000588 filed by Melone Private Wealth, 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 512,444 shares
    Change vs previous 13F +13,493 shares

    7.66% of the 13F portfolio, value $14,645,655.

    13F-HR 0001951757-25-000317 filed by Melone Private Wealth, 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 498,951 shares
    Change vs previous 13F not available

    7.21% of the 13F portfolio, value $13,910,749.

    13F-HR 0001951757-25-000019 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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