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MPWM ADVISORY SOLUTIONS, LLC: SPTM position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 223,805 SPTM 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 223,805 shares
    Change vs previous 13F +15,213 shares

    9.3% of the 13F portfolio, value $20,319,278.

    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 208,592 shares
    Change vs previous 13F +4,655 shares

    8.74% of the 13F portfolio, value $16,491,285.

    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 203,937 shares
    Change vs previous 13F +4,591 shares

    9.37% of the 13F portfolio, value $16,824,831.

    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 199,346 shares
    Change vs previous 13F +3,823 shares

    9.56% of the 13F portfolio, value $16,077,284.

    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 195,523 shares
    Change vs previous 13F -4,198 shares

    9.26% of the 13F portfolio, value $14,642,744.

    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 199,721 shares
    Change vs previous 13F +35,751 shares

    9.86% of the 13F portfolio, value $13,583,050.

    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 163,970 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $11,712,349.

    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).