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Disclosery

Truepoint, Inc.: SPTM position timeline

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

Truepoint, Inc. held 2,472 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,472 shares
    Change vs previous 13F +2,472 shares

    <0.01% of the 13F portfolio, value $224,433.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    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 0 shares
    Change vs previous 13F -2,491 shares

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,491 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $205,508.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 5,491 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $442,849.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 5,491 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $411,221.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 5,491 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $373,443.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 5,554 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $396,722.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 5,677 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $397,731.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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