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TPG Financial Advisors, LLC: SPTS position timeline

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

TPG Financial Advisors, LLC held 229,744 SPTS 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 229,744 shares
    Change vs previous 13F +18,024 shares

    1.99% of the 13F portfolio, value $6,664,877.

    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 211,720 shares
    Change vs previous 13F +11,017 shares

    2.01% of the 13F portfolio, value $6,177,993.

    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 200,703 shares
    Change vs previous 13F +29,089 shares

    1.96% of the 13F portfolio, value $5,876,587.

    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 171,614 shares
    Change vs previous 13F +15,946 shares

    1.87% of the 13F portfolio, value $5,031,726.

    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 155,668 shares
    Change vs previous 13F -45,299 shares

    1.82% of the 13F portfolio, value $4,559,519.

    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 200,967 shares
    Change vs previous 13F +3,947 shares

    2.6% of the 13F portfolio, value $5,876,281.

    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 197,020 shares
    Change vs previous 13F +17,240 shares

    2.49% of the 13F portfolio, value $5,715,556.

    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 179,780 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $5,287,336.

    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).