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PLANWISER FINANCIAL, LLC: SPTI position timeline

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

PLANWISER FINANCIAL, LLC held 108,302 SPTI 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 108,302 shares
    Change vs previous 13F -147,011 shares

    2.14% of the 13F portfolio, value $3,074,694.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 255,313 shares
    Change vs previous 13F +146,112 shares

    5.3% of the 13F portfolio, value $7,319,838.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 109,201 shares
    Change vs previous 13F +1,134 shares

    2.35% of the 13F portfolio, value $3,140,635.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 108,067 shares
    Change vs previous 13F -73,450 shares

    2.48% of the 13F portfolio, value $3,118,813.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 181,517 shares
    Change vs previous 13F -51,138 shares

    4.42% of the 13F portfolio, value $5,178,689.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 232,655 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $6,649,293.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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