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PKS Advisory Services, LLC: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PKS Advisory Services, LLC on SPSB, newest first. How the timeline and the estimate are built.

PKS Advisory Services, LLC held 23,670 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,670 shares
    Change vs previous 13F -2,234 shares

    0.11% of the 13F portfolio, value $710,332.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 25,904 shares
    Change vs previous 13F -692 shares

    0.18% of the 13F portfolio, value $778,937.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 26,596 shares
    Change vs previous 13F -1,955 shares

    0.18% of the 13F portfolio, value $803,209.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 28,551 shares
    Change vs previous 13F -9,074 shares

    0.17% of the 13F portfolio, value $804,243.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 37,625 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $1,135,888.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 37,615 shares
    Change vs previous 13F +19,112 shares

    0.31% of the 13F portfolio, value $1,132,222.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 18,503 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $552,512.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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