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Rodgers & Associates, LTD: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on SPSB, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 1,764,606 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,764,606 shares
    Change vs previous 13F +98,891 shares

    4.81% of the 13F portfolio, value $52,955,821.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 1,665,715 shares
    Change vs previous 13F +14,904 shares

    5.1% of the 13F portfolio, value $50,088,062.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 1,650,811 shares
    Change vs previous 13F +35,618 shares

    5.05% of the 13F portfolio, value $49,854,486.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 1,615,193 shares
    Change vs previous 13F +50,270 shares

    5.04% of the 13F portfolio, value $48,924,203.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 1,564,923 shares
    Change vs previous 13F -32,393 shares

    5.19% of the 13F portfolio, value $47,245,024.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 1,597,316 shares
    Change vs previous 13F +26,400 shares

    5.86% of the 13F portfolio, value $48,079,215.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 1,570,916 shares
    Change vs previous 13F +74,830 shares

    5.59% of the 13F portfolio, value $46,907,542.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 1,496,086 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $45,301,490.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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