Priebe Wealth Holdings LLC: SPTM position timeline

Priebe Wealth Holdings LLC held 17,655 SPTM shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 17,655 shares

   Change vs previous 13F -1,245 shares

   1.14% of the 13F portfolio, value $1,322,183.

   13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 18,900 shares

   Change vs previous 13F -6,805 shares

   0.8% of the 13F portfolio, value $1,285,389.

   13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 25,705 shares

   Change vs previous 13F -6,390 shares

   1.24% of the 13F portfolio, value $1,836,108.

   13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 32,095 shares

   Change vs previous 13F -6,190 shares

   1.64% of the 13F portfolio, value $2,248,576.

   13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 38,285 shares

   Change vs previous 13F +1,035 shares

   2.01% of the 13F portfolio, value $2,540,210.

   13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 37,250 shares

   Change vs previous 13F -480 shares

   1.86% of the 13F portfolio, value $2,389,588.

   13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 37,730 shares

   Change vs previous 13F not available

   1.81% of the 13F portfolio, value $2,205,319.

   13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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