Skip to content
Disclosery

Moloney Securities Asset Management, LLC: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moloney Securities Asset Management, LLC on SPTM, newest first. How the timeline and the estimate are built.

Moloney Securities Asset Management, LLC held 195,940 SPTM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 195,940 shares
    Change vs previous 13F -16,020 shares

    1.88% of the 13F portfolio, value $15,802,527.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 211,960 shares
    Change vs previous 13F -452 shares

    1.96% of the 13F portfolio, value $15,873,692.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 212,412 shares
    Change vs previous 13F +132,683 shares

    1.95% of the 13F portfolio, value $14,446,110.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 79,729 shares
    Change vs previous 13F +61,096 shares

    0.76% of the 13F portfolio, value $5,695,012.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,633 shares
    Change vs previous 13F -594 shares

    0.18% of the 13F portfolio, value $1,305,445.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,227 shares
    Change vs previous 13F -1,231 shares

    0.18% of the 13F portfolio, value $1,275,730.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 20,458 shares
    Change vs previous 13F -1,019 shares

    0.2% of the 13F portfolio, value $1,312,360.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 21,477 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,255,307.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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