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Towercrest Capital Management: SPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towercrest Capital Management on SPIB, newest first. How the timeline and the estimate are built.

Towercrest Capital Management held 240,113 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,113 shares
    Change vs previous 13F +18,727 shares

    1.12% of the 13F portfolio, value $8,034,184.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 221,386 shares
    Change vs previous 13F +33,804 shares

    1.16% of the 13F portfolio, value $7,425,290.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 187,582 shares
    Change vs previous 13F +2,153 shares

    1% of the 13F portfolio, value $6,342,151.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 185,429 shares
    Change vs previous 13F +8,261 shares

    1.01% of the 13F portfolio, value $6,284,192.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 177,168 shares
    Change vs previous 13F +8,188 shares

    1.06% of the 13F portfolio, value $5,949,305.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    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 168,980 shares
    Change vs previous 13F +7,860 shares

    1.07% of the 13F portfolio, value $5,616,899.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    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 161,120 shares
    Change vs previous 13F +10,433 shares

    0.85% of the 13F portfolio, value $5,278,295.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    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 150,687 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,079,662.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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