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Disclosery

Targeted Financial Services LLC: SPTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Targeted Financial Services LLC on SPTL, newest first. How the timeline and the estimate are built.

Targeted Financial Services LLC held 223,427 SPTL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,427 shares
    Change vs previous 13F +24,768 shares

    4.32% of the 13F portfolio, value $5,860,492.

    13F-HR 0002085853-26-000753 filed by Targeted Financial Services 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 198,659 shares
    Change vs previous 13F +23,512 shares

    4.29% of the 13F portfolio, value $5,224,744.

    13F-HR 0002085853-26-000378 filed by Targeted Financial Services 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 175,147 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $4,636,139.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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