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Strategic Global Advisors, LLC: SPOT position timeline

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

Strategic Global Advisors, LLC held 64,103 SPOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,103 shares
    Change vs previous 13F +12,931 shares

    4.21% of the 13F portfolio, value $29,535,355.

    13F-HR 0001580212-26-000004 filed by Strategic Global 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 51,172 shares
    Change vs previous 13F +23,194 shares

    3.97% of the 13F portfolio, value $24,813,814.

    13F-HR 0001580212-26-000003 filed by Strategic Global 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 27,978 shares
    Change vs previous 13F -1,316 shares

    2.51% of the 13F portfolio, value $16,247,104.

    13F-HR 0001580212-26-000002 filed by Strategic Global 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 29,294 shares
    Change vs previous 13F -775 shares

    3.1% of the 13F portfolio, value $20,447,212.

    13F-HR 0001580212-25-000003 filed by Strategic Global 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 30,069 shares
    Change vs previous 13F -1,301 shares

    3.76% of the 13F portfolio, value $23,073,146.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 31,370 shares
    Change vs previous 13F +308 shares

    3.42% of the 13F portfolio, value $17,254,441.

    13F-HR 0001085146-25-003186 filed by Strategic Global 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 31,062 shares
    Change vs previous 13F +17,029 shares

    2.54% of the 13F portfolio, value $13,896,518.

    13F-HR 0001085146-25-001558 filed by Strategic Global Advisors, 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 14,033 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $5,171,581.

    13F-HR 0001085146-24-005761 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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