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Spectrum Wealth Advisory Group, LLC: SPTI position timeline

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

Spectrum Wealth Advisory Group, LLC held 236,893 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,893 shares
    Change vs previous 13F +190,524 shares

    1.92% of the 13F portfolio, value $6,725,391.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory Group, 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 46,369 shares
    Change vs previous 13F -13,432 shares

    0.49% of the 13F portfolio, value $1,328,951.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory Group, 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 59,801 shares
    Change vs previous 13F -15,603 shares

    0.63% of the 13F portfolio, value $1,724,652.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, 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 75,404 shares
    Change vs previous 13F -176,847 shares

    0.9% of the 13F portfolio, value $2,179,167.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory Group, 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 252,251 shares
    Change vs previous 13F -124,422 shares

    3.38% of the 13F portfolio, value $7,257,243.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory Group, 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 376,673 shares
    Change vs previous 13F -4,016 shares

    5.17% of the 13F portfolio, value $10,765,316.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory Group, 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 380,689 shares
    Change vs previous 13F +90,700 shares

    5% of the 13F portfolio, value $10,613,607.

    13F-HR 0001172661-25-000436 filed by Spectrum Wealth Advisory Group, 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 289,989 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $8,427,088.

    13F-HR 0001172661-24-004512 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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