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MJP ASSOCIATES INC /ADV: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJP ASSOCIATES INC /ADV on SPTM, newest first. How the timeline and the estimate are built.

MJP ASSOCIATES INC /ADV held 48,592 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,592 shares
    Change vs previous 13F -530 shares

    0.48% of the 13F portfolio, value $4,411,649.

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    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 49,122 shares
    Change vs previous 13F -2,291 shares

    0.47% of the 13F portfolio, value $3,883,577.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
    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 51,413 shares
    Change vs previous 13F +2,116 shares

    0.53% of the 13F portfolio, value $4,241,553.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
    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 49,297 shares
    Change vs previous 13F +3,520 shares

    0.52% of the 13F portfolio, value $3,975,817.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
    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 45,777 shares
    Change vs previous 13F +1,549 shares

    0.51% of the 13F portfolio, value $3,428,238.

    13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
    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 44,228 shares
    Change vs previous 13F +390 shares

    0.54% of the 13F portfolio, value $3,007,944.

    13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
    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 43,838 shares
    Change vs previous 13F +548 shares

    0.56% of the 13F portfolio, value $3,131,353.

    13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
    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 43,290 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,032,919.

    13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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