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Portland Financial Advisors Inc: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on SPSB, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 56,023 SPSB 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 56,023 shares
    Change vs previous 13F +3,391 shares

    3.07% of the 13F portfolio, value $1,681,250.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 52,632 shares
    Change vs previous 13F +657 shares

    3.29% of the 13F portfolio, value $1,582,644.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 51,975 shares
    Change vs previous 13F +6,757 shares

    3.34% of the 13F portfolio, value $1,569,645.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 45,218 shares
    Change vs previous 13F +13,287 shares

    2.92% of the 13F portfolio, value $1,369,653.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors 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 31,931 shares
    Change vs previous 13F +5,430 shares

    2.31% of the 13F portfolio, value $963,997.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors 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 26,501 shares
    Change vs previous 13F +14,442 shares

    2.04% of the 13F portfolio, value $797,680.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors 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 12,059 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $360,082.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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