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Spinnaker Investment Group, LLC: STOT position timeline

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

Spinnaker Investment Group, LLC held 150,549 STOT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 150,549 shares
    Change vs previous 13F -146,942 shares

    1.1% of the 13F portfolio, value $6,976,453.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 297,491 shares
    Change vs previous 13F -246,003 shares

    2.24% of the 13F portfolio, value $13,999,860.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment 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 ended2026-03-31
    13F 543,494 shares
    Change vs previous 13F -34,675 shares

    5.22% of the 13F portfolio, value $25,614,895.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment 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 ended2025-12-31
    13F 578,169 shares
    Change vs previous 13F +13,507 shares

    4.96% of the 13F portfolio, value $27,335,812.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment 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 ended2025-09-30
    13F 564,662 shares
    Change vs previous 13F +63,434 shares

    5.03% of the 13F portfolio, value $26,756,510.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment 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 ended2025-06-30
    13F 501,228 shares
    Change vs previous 13F -34,133 shares

    5.58% of the 13F portfolio, value $23,733,158.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment 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 ended2025-03-31
    13F 535,361 shares
    Change vs previous 13F +873 shares

    5.72% of the 13F portfolio, value $25,295,785.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment 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 ended2024-12-31
    13F 534,488 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $25,046,111.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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