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Successful Portfolios LLC: SPTM position timeline

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

Successful Portfolios LLC held 6,358 SPTM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,358 shares
    Change vs previous 13F +48 shares

    0.27% of the 13F portfolio, value $594,939.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,310 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $577,585.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 6,308 shares
    Change vs previous 13F -184 shares

    0.27% of the 13F portfolio, value $495,971.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 6,492 shares
    Change vs previous 13F +61 shares

    0.28% of the 13F portfolio, value $546,497.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 6,431 shares
    Change vs previous 13F -98 shares

    0.3% of the 13F portfolio, value $518,633.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 6,529 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $488,982.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 6,528 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $443,963.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 6,526 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $466,186.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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