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Walsh & Associates, LLC: SPTM position timeline

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

Walsh & Associates, LLC held 22,520 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,520 shares
    Change vs previous 13F +1,444 shares

    1.67% of the 13F portfolio, value $2,044,592.

    13F-HR 0002135144-26-000003 filed by Walsh & Associates, 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 21,076 shares
    Change vs previous 13F +1,538 shares

    1.65% of the 13F portfolio, value $1,666,268.

    13F-HR 0002135144-26-000002 filed by Walsh & Associates, 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 19,538 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,611,891.

    13F-HR 0002135144-26-000001 filed by Walsh & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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