Skip to content
Disclosery

Sherman Wealth Management LLC: SPTM position timeline

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

Sherman Wealth Management LLC held 4,483 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,483 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $407,038.

    13F-HR 0001754960-26-000444 filed by Sherman 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 4,482 shares
    Change vs previous 13F -54 shares

    0.3% of the 13F portfolio, value $354,337.

    13F-HR 0001754960-26-000218 filed by Sherman 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/A 4,536 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $374,223.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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