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Rialto Wealth Management, LLC: SPIB position timeline

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

Rialto Wealth Management, LLC held 19,135 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,135 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $640,258.

    13F-HR 0002054966-26-000003 filed by Rialto Wealth Management, 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 19,145 shares
    Change vs previous 13F -27,877 shares

    0.14% of the 13F portfolio, value $642,124.

    13F-HR 0002054966-26-000002 filed by Rialto Wealth Management, 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 47,022 shares
    Change vs previous 13F -841 shares

    0.38% of the 13F portfolio, value $1,589,814.

    13F-HR 0002054966-26-000001 filed by Rialto Wealth Management, 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 47,863 shares
    Change vs previous 13F -251 shares

    0.42% of the 13F portfolio, value $1,622,078.

    13F-HR 0002054966-25-000005 filed by Rialto Wealth Management, 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 48,114 shares
    Change vs previous 13F +27,494 shares

    0.45% of the 13F portfolio, value $1,615,669.

    13F-HR 0002054966-25-000003 filed by Rialto Wealth Management, 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 20,620 shares
    Change vs previous 13F -4,347 shares

    0.22% of the 13F portfolio, value $685,409.

    13F-HR 0002054966-25-000002 filed by Rialto Wealth Management, 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 24,967 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $817,919.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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