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SENTINEL PENSION ADVISORS, LLC: SPTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL PENSION ADVISORS, LLC on SPTI, newest first. How the timeline and the estimate are built.

SENTINEL PENSION ADVISORS, LLC held 997,269 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 997,269 shares
    Change vs previous 13F +53,535 shares

    3.7% of the 13F portfolio, value $28,172,839.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION ADVISORS, 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 943,734 shares
    Change vs previous 13F +36,008 shares

    4% of the 13F portfolio, value $27,047,403.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION ADVISORS, 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 907,726 shares
    Change vs previous 13F -293,814 shares

    4.02% of the 13F portfolio, value $26,178,828.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION ADVISORS, 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 1,201,540 shares
    Change vs previous 13F +50,525 shares

    5.55% of the 13F portfolio, value $34,724,500.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION ADVISORS, 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 1,151,015 shares
    Change vs previous 13F +35,732 shares

    5.57% of the 13F portfolio, value $33,114,697.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION ADVISORS, 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 1,115,283 shares
    Change vs previous 13F -81,460 shares

    5.87% of the 13F portfolio, value $31,874,796.

    13F-HR 0001725547-25-001407 filed by SENTINEL PENSION ADVISORS, 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 1,196,743 shares
    Change vs previous 13F +26,320 shares

    6.19% of the 13F portfolio, value $33,365,201.

    13F-HR 0001725547-25-000076 filed by SENTINEL PENSION ADVISORS, 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 1,170,423 shares
    Change vs previous 13F not available

    6.55% of the 13F portfolio, value $34,012,494.

    13F-HR 0001725547-24-005914 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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