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Solano Wealth Investment Advisors LLC: SPTM position timeline

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

Solano Wealth Investment Advisors LLC held 22,967 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,967 shares
    Change vs previous 13F -565 shares

    0.95% of the 13F portfolio, value $2,085,186.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment 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 23,532 shares
    Change vs previous 13F -2,300 shares

    0.93% of the 13F portfolio, value $1,860,434.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment 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 25,832 shares
    Change vs previous 13F -12,204 shares

    1.06% of the 13F portfolio, value $2,131,155.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment 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 38,036 shares
    Change vs previous 13F -5,463 shares

    1.48% of the 13F portfolio, value $3,067,618.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment 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 43,499 shares
    Change vs previous 13F -140,145 shares

    1.67% of the 13F portfolio, value $3,257,658.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment 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 183,644 shares
    Change vs previous 13F +9,155 shares

    7.73% of the 13F portfolio, value $12,489,647.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment 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 174,489 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $12,463,757.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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