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Disclosery

Private Wealth Group, LLC: SPTS position timeline

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

Private Wealth Group, LLC held 549,817 SPTS 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 549,817 shares
    Change vs previous 13F +118,761 shares

    6.16% of the 13F portfolio, value $15,950,177.

    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 431,056 shares
    Change vs previous 13F +26,514 shares

    5.87% of the 13F portfolio, value $12,578,199.

    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 404,542 shares
    Change vs previous 13F +45,152 shares

    5.68% of the 13F portfolio, value $11,844,975.

    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 359,390 shares
    Change vs previous 13F +144,199 shares

    5.24% of the 13F portfolio, value $10,537,300.

    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 215,191 shares
    Change vs previous 13F +556 shares

    3.35% of the 13F portfolio, value $6,302,930.

    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 214,635 shares
    Change vs previous 13F -30,035 shares

    3.69% of the 13F portfolio, value $6,275,913.

    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 244,670 shares
    Change vs previous 13F -31,506 shares

    3.47% of the 13F portfolio, value $7,097,862.

    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 276,176 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $8,122,336.

    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).