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Successful Portfolios LLC: SPTS position timeline

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

Successful Portfolios LLC held 41,568 SPTS 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 41,568 shares
    Change vs previous 13F -703 shares

    0.55% of the 13F portfolio, value $1,189,688.

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

  2. period ended2026-06-30
    13F 42,271 shares
    Change vs previous 13F +859 shares

    0.57% of the 13F portfolio, value $1,222,560.

    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 41,412 shares
    Change vs previous 13F +2 shares

    0.67% of the 13F portfolio, value $1,208,254.

    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 41,410 shares
    Change vs previous 13F +4 shares

    0.62% of the 13F portfolio, value $1,212,070.

    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 41,406 shares
    Change vs previous 13F +26,234 shares

    0.71% of the 13F portfolio, value $1,214,016.

    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 15,172 shares
    Change vs previous 13F -687 shares

    0.27% of the 13F portfolio, value $444,402.

    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 15,859 shares
    Change vs previous 13F -568 shares

    0.32% of the 13F portfolio, value $463,722.

    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 16,427 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $476,549.

    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).