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TPG Financial Advisors, LLC: SPSM position timeline

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

TPG Financial Advisors, LLC held 361,261 SPSM 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 361,261 shares
    Change vs previous 13F +28,572 shares

    6.22% of the 13F portfolio, value $20,833,942.

    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 332,689 shares
    Change vs previous 13F +13,946 shares

    5.23% of the 13F portfolio, value $16,075,550.

    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 318,743 shares
    Change vs previous 13F +30,172 shares

    4.99% of the 13F portfolio, value $14,936,314.

    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 288,571 shares
    Change vs previous 13F -2,015 shares

    4.98% of the 13F portfolio, value $13,366,625.

    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 290,586 shares
    Change vs previous 13F +21,893 shares

    4.95% of the 13F portfolio, value $12,378,979.

    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 268,693 shares
    Change vs previous 13F +66,096 shares

    4.84% of the 13F portfolio, value $10,951,941.

    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 202,597 shares
    Change vs previous 13F +109,064 shares

    3.96% of the 13F portfolio, value $9,100,673.

    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 93,533 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $4,256,703.

    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).