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Disclosery

Private Wealth Group, LLC: SPTI position timeline

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

Private Wealth Group, LLC held 138,874 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,874 shares
    Change vs previous 13F +5,608 shares

    1.52% of the 13F portfolio, value $3,942,633.

    13F-HR 0001420506-26-001200 filed by Private Wealth 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/A 133,266 shares
    Change vs previous 13F +11,875 shares

    1.78% of the 13F portfolio, value $3,819,404.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth 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 121,391 shares
    Change vs previous 13F +15,442 shares

    1.68% of the 13F portfolio, value $3,500,916.

    13F-HR 0001420506-26-000029 filed by Private Wealth 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 105,949 shares
    Change vs previous 13F +63,793 shares

    1.52% of the 13F portfolio, value $3,061,926.

    13F-HR 0001420506-25-002897 filed by Private Wealth 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 42,156 shares
    Change vs previous 13F +871 shares

    0.65% of the 13F portfolio, value $1,212,828.

    13F-HR 0001420506-25-001548 filed by Private Wealth 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 41,285 shares
    Change vs previous 13F +771 shares

    0.69% of the 13F portfolio, value $1,179,925.

    13F-HR 0001420506-25-000781 filed by Private Wealth 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 40,514 shares
    Change vs previous 13F -2,325 shares

    0.55% of the 13F portfolio, value $1,129,530.

    13F-HR 0001420506-25-000046 filed by Private Wealth 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 42,839 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,244,901.

    13F-HR 0001420506-24-002180 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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