SMI Advisory Services, LLC: SPTM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMI Advisory Services, LLC on SPTM, newest first. How the timeline and the estimate are built.
SMI Advisory Services, LLC held 2,891 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 2,891 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $263,775.
13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,891 sharesChange vs previous 13F -35 shares
0.04% of the 13F portfolio, value $231,570.
13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,926 sharesChange vs previous 13F -519 shares
0.04% of the 13F portfolio, value $246,575.
13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,445 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $279,149.
13F-HR 0001609008-25-000006 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,445 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $260,753.
13F-HR 0001609008-25-000004 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,445 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $211,489.
13F-HR 0001609008-25-000003 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,445 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $244,217.
13F-HR 0001609008-25-000001 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,445 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $240,875.
13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).