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MPWM ADVISORY SOLUTIONS, LLC: SPTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPWM ADVISORY SOLUTIONS, LLC on SPTL, newest first. How the timeline and the estimate are built.

MPWM ADVISORY SOLUTIONS, LLC held 358,826 SPTL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,826 shares
    Change vs previous 13F +11,669 shares

    4.31% of the 13F portfolio, value $9,412,002.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 347,157 shares
    Change vs previous 13F +106,618 shares

    4.84% of the 13F portfolio, value $9,130,235.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 240,539 shares
    Change vs previous 13F +1,646 shares

    3.55% of the 13F portfolio, value $6,367,074.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 238,893 shares
    Change vs previous 13F -7,381 shares

    3.83% of the 13F portfolio, value $6,438,172.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 246,274 shares
    Change vs previous 13F -17,000 shares

    4.14% of the 13F portfolio, value $6,545,960.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 263,274 shares
    Change vs previous 13F +28,412 shares

    5.21% of the 13F portfolio, value $7,176,867.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 234,862 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $6,151,032.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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