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Disclosery

Private Wealth Group, LLC: SPTL position timeline

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

Private Wealth Group, LLC held 144,268 SPTL 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 144,268 shares
    Change vs previous 13F +22,431 shares

    1.46% of the 13F portfolio, value $3,784,150.

    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 121,837 shares
    Change vs previous 13F +10,649 shares

    1.49% of the 13F portfolio, value $3,204,313.

    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 111,188 shares
    Change vs previous 13F +16,257 shares

    1.41% of the 13F portfolio, value $2,943,146.

    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 94,931 shares
    Change vs previous 13F +72,241 shares

    1.27% of the 13F portfolio, value $2,558,390.

    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 22,690 shares
    Change vs previous 13F -11,753 shares

    0.32% of the 13F portfolio, value $603,100.

    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 34,443 shares
    Change vs previous 13F -7,696 shares

    0.55% of the 13F portfolio, value $938,916.

    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 42,139 shares
    Change vs previous 13F +10,868 shares

    0.54% of the 13F portfolio, value $1,103,620.

    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 31,271 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $909,048.

    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).