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MY Wealth Management Inc.: SPTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MY Wealth Management Inc. on SPTS, newest first. How the timeline and the estimate are built.

MY Wealth Management Inc. held 161,028 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,028 shares
    Change vs previous 13F -119,794 shares

    3.29% of the 13F portfolio, value $4,671,416.

    13F-HR 0001951757-26-001174 filed by MY Wealth Management Inc.
    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 280,822 shares
    Change vs previous 13F +137,463 shares

    7.95% of the 13F portfolio, value $8,211,235.

    13F-HR 0001827845-26-000002 filed by MY Wealth Management Inc.
    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 143,359 shares
    Change vs previous 13F -1,591 shares

    3.66% of the 13F portfolio, value $4,197,552.

    13F-HR 0001827845-26-000001 filed by MY Wealth Management Inc.
    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 144,950 shares
    Change vs previous 13F +918 shares

    3.73% of the 13F portfolio, value $4,249,934.

    13F-HR 0001827845-25-000002 filed by MY Wealth Management Inc.
    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 144,032 shares
    Change vs previous 13F -136,790 shares

    4.04% of the 13F portfolio, value $4,218,697.

    13F-HR 0001085146-25-003794 filed by MY Wealth Management Inc.
    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 280,822 shares
    Change vs previous 13F -2,646 shares

    7.94% of the 13F portfolio, value $8,209,833.

    13F-HR 0001085146-25-002659 filed by MY Wealth Management Inc.
    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 283,468 shares
    Change vs previous 13F -699 shares

    8.21% of the 13F portfolio, value $8,223,407.

    13F-HR 0001085146-25-000910 filed by MY Wealth Management Inc.
    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 284,167 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $8,357,351.

    13F-HR 0001085146-24-005411 filed by MY Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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