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Mutual Advisors, LLC: SPTM position timeline

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

Mutual Advisors, LLC held 82,206 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,206 shares
    Change vs previous 13F -3,672 shares

    0.14% of the 13F portfolio, value $7,463,520.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 85,878 shares
    Change vs previous 13F +2,134 shares

    0.15% of the 13F portfolio, value $6,789,478.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 83,744 shares
    Change vs previous 13F -573 shares

    0.15% of the 13F portfolio, value $6,908,916.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 84,317 shares
    Change vs previous 13F -508 shares

    0.15% of the 13F portfolio, value $6,855,001.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 84,825 shares
    Change vs previous 13F +3,622 shares

    0.16% of the 13F portfolio, value $6,551,061.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 81,203 shares
    Change vs previous 13F -2,477 shares

    0.16% of the 13F portfolio, value $5,429,232.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 83,680 shares
    Change vs previous 13F -577 shares

    0.17% of the 13F portfolio, value $6,042,549.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    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 84,257 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,951,919.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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