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TPG Financial Advisors, LLC: SPMD position timeline

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

TPG Financial Advisors, LLC held 222,569 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,569 shares
    Change vs previous 13F +1,686 shares

    4.49% of the 13F portfolio, value $15,036,753.

    13F-HR 0001706669-26-000008 filed by TPG Financial 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 220,883 shares
    Change vs previous 13F +14,812 shares

    4.25% of the 13F portfolio, value $13,080,684.

    13F-HR 0001706669-26-000006 filed by TPG Financial 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 206,071 shares
    Change vs previous 13F +27,392 shares

    3.98% of the 13F portfolio, value $11,933,564.

    13F-HR 0001706669-26-000003 filed by TPG Financial 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 178,679 shares
    Change vs previous 13F +171 shares

    3.81% of the 13F portfolio, value $10,218,645.

    13F-HR 0001706669-25-000009 filed by TPG Financial 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 178,508 shares
    Change vs previous 13F -10,768 shares

    3.88% of the 13F portfolio, value $9,707,258.

    13F-HR 0001706669-25-000007 filed by TPG Financial 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 189,276 shares
    Change vs previous 13F +36,577 shares

    4.28% of the 13F portfolio, value $9,687,139.

    13F-HR 0001706669-25-000004 filed by TPG Financial 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 152,699 shares
    Change vs previous 13F +7,585 shares

    3.63% of the 13F portfolio, value $8,351,101.

    13F-HR 0001706669-25-000001 filed by TPG Financial 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 145,114 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $7,934,827.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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