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SFG Wealth Management, LLC.: SPTM position timeline

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

SFG Wealth Management, LLC. held 83,314 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,314 shares
    Change vs previous 13F -2,892 shares

    2.72% of the 13F portfolio, value $7,564,095.

    13F-HR 0001908914-26-000005 filed by SFG 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 86,206 shares
    Change vs previous 13F +293 shares

    2.81% of the 13F portfolio, value $6,815,419.

    13F-HR 0001908914-26-000003 filed by SFG 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 85,913 shares
    Change vs previous 13F +1,142 shares

    2.78% of the 13F portfolio, value $7,087,904.

    13F-HR 0001908914-26-000002 filed by SFG 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 84,771 shares
    Change vs previous 13F -1,843 shares

    2.96% of the 13F portfolio, value $6,836,780.

    13F-HR 0001908914-25-000005 filed by SFG 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 86,614 shares
    Change vs previous 13F +3,631 shares

    3.92% of the 13F portfolio, value $6,486,511.

    13F-HR 0001085146-25-004187 filed by SFG 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 82,983 shares
    Change vs previous 13F -13,615 shares

    2.76% of the 13F portfolio, value $5,643,653.

    13F-HR 0001085146-25-002300 filed by SFG 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 96,598 shares
    Change vs previous 13F -8,783 shares

    3.62% of the 13F portfolio, value $6,899,968.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, 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 105,381 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $7,382,992.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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