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Portfolio Strategies, Inc.: SPTM position timeline

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

Portfolio Strategies, Inc. held 3,736 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,736 shares
    Change vs previous 13F -151,492 shares

    0.03% of the 13F portfolio, value $339,167.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, 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 155,228 shares
    Change vs previous 13F -1,227 shares

    1.52% of the 13F portfolio, value $12,313,849.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, 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 156,455 shares
    Change vs previous 13F +582 shares

    1.49% of the 13F portfolio, value $12,906,695.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, 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 155,873 shares
    Change vs previous 13F -163,679 shares

    1.46% of the 13F portfolio, value $12,568,485.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, 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 319,552 shares
    Change vs previous 13F -55,652 shares

    3.12% of the 13F portfolio, value $23,910,681.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, 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 375,204 shares
    Change vs previous 13F -42,517 shares

    3.95% of the 13F portfolio, value $25,517,478.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, 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 417,721 shares
    Change vs previous 13F -145,249 shares

    4.23% of the 13F portfolio, value $29,830,776.

    13F-HR 0001765380-25-000017 filed by Portfolio Strategies, 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 562,970 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $39,412,244.

    13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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