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Private Advisory Group LLC: SPSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisory Group LLC on SPSM, newest first. How the timeline and the estimate are built.

Private Advisory Group LLC held 177,517 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,517 shares
    Change vs previous 13F -713 shares

    0.57% of the 13F portfolio, value $10,237,405.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 178,230 shares
    Change vs previous 13F +4,003 shares

    0.6% of the 13F portfolio, value $8,612,074.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 174,227 shares
    Change vs previous 13F +8,953 shares

    0.64% of the 13F portfolio, value $8,164,277.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 165,274 shares
    Change vs previous 13F +3,992 shares

    0.67% of the 13F portfolio, value $7,655,492.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 161,282 shares
    Change vs previous 13F +149,118 shares

    0.64% of the 13F portfolio, value $6,870,614.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 12,164 shares
    Change vs previous 13F +1,080 shares

    0.06% of the 13F portfolio, value $495,806.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group LLC
    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/A 11,084 shares
    Change vs previous 13F +395 shares

    0.06% of the 13F portfolio, value $497,893.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group LLC
    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 10,689 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $486,456.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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