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Disclosery

Roberts Financial Services LLC: SPTL position timeline

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

Roberts Financial Services LLC held 482,932 SPTL 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 482,932 shares
    Change vs previous 13F +13,454 shares

    3.71% of the 13F portfolio, value $12,667,304.

    13F-HR 0001951757-26-001124 filed by Roberts Financial Services 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 469,478 shares
    Change vs previous 13F -55,260 shares

    3.93% of the 13F portfolio, value $12,347,257.

    13F-HR 0001951757-26-000617 filed by Roberts Financial Services 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 524,738 shares
    Change vs previous 13F +19,233 shares

    4.36% of the 13F portfolio, value $13,889,807.

    13F-HR 0001951757-26-000284 filed by Roberts Financial Services 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 505,505 shares
    Change vs previous 13F +29,590 shares

    4.4% of the 13F portfolio, value $13,623,361.

    13F-HR 0001951757-25-001217 filed by Roberts Financial Services 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 475,915 shares
    Change vs previous 13F -721,837 shares

    4.36% of the 13F portfolio, value $12,649,824.

    13F-HR 0001951757-25-001054 filed by Roberts Financial Services 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 1,197,752 shares
    Change vs previous 13F +17,075 shares

    6.34% of the 13F portfolio, value $32,650,705.

    13F-HR 0001951757-25-000391 filed by Roberts Financial Services 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 1,180,677 shares
    Change vs previous 13F +54,327 shares

    5.83% of the 13F portfolio, value $30,921,929.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 1,126,350 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $32,742,990.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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