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TRUEFG, LLC: SPSB position timeline

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

TRUEFG, LLC held 317,381 SPSB 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 317,381 shares
    Change vs previous 13F +6,616 shares

    2.22% of the 13F portfolio, value $9,524,604.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 310,765 shares
    Change vs previous 13F +9,622 shares

    2.48% of the 13F portfolio, value $9,344,704.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 301,143 shares
    Change vs previous 13F +4,162 shares

    2.44% of the 13F portfolio, value $9,094,519.

    13F-HR 0001214659-26-000715 filed by TRUEFG, 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 296,981 shares
    Change vs previous 13F +12,823 shares

    2.49% of the 13F portfolio, value $8,995,554.

    13F-HR 0001214659-25-016013 filed by TRUEFG, 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 284,158 shares
    Change vs previous 13F +5,941 shares

    2.55% of the 13F portfolio, value $8,578,730.

    13F-HR 0001214659-25-012296 filed by TRUEFG, 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 278,217 shares
    Change vs previous 13F +6,964 shares

    2.76% of the 13F portfolio, value $8,374,332.

    13F-HR 0001214659-25-005852 filed by TRUEFG, 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 271,253 shares
    Change vs previous 13F +4,396 shares

    2.64% of the 13F portfolio, value $8,099,615.

    13F-HR 0001214659-25-000587 filed by TRUEFG, 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 266,857 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $8,080,430.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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