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Portus Wealth Advisors, LLC: SPUU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portus Wealth Advisors, LLC on SPUU, newest first. How the timeline and the estimate are built.

Portus Wealth Advisors, LLC held 3,460 SPUU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,460 shares
    Change vs previous 13F +200 shares

    0.63% of the 13F portfolio, value $766,874.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,260 shares
    Change vs previous 13F +3,240 shares

    0.58% of the 13F portfolio, value $702,807.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,241.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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