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VestGen Advisors, LLC: SPTM position timeline

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

VestGen Advisors, LLC held 100,956 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,956 shares
    Change vs previous 13F +1,487 shares

    0.27% of the 13F portfolio, value $9,165,769.

    13F-HR 0002050130-26-000005 filed by VestGen 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 99,469 shares
    Change vs previous 13F -11,107 shares

    0.25% of the 13F portfolio, value $8,896,533.

    13F-HR 0002050130-26-000004 filed by VestGen 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 110,576 shares
    Change vs previous 13F -356,264 shares

    0.39% of the 13F portfolio, value $9,122,534.

    13F-HR 0002050130-26-000001 filed by VestGen 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 466,840 shares
    Change vs previous 13F -2,814 shares

    1.25% of the 13F portfolio, value $37,650,668.

    13F-HR 0002050130-25-000006 filed by VestGen 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 469,654 shares
    Change vs previous 13F +12,898 shares

    1.43% of the 13F portfolio, value $35,876,738.

    13F-HR 0002050130-25-000005 filed by VestGen 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 456,756 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $31,063,995.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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