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Disclosery

Waterloo Capital, L.P.: SPG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on SPG, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 30,885 SPG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,885 shares
    Change vs previous 13F +2,648 shares

    0.39% of the 13F portfolio, value $6,907,502.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 28,237 shares
    Change vs previous 13F +5,414 shares

    0.37% of the 13F portfolio, value $5,267,094.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 22,823 shares
    Change vs previous 13F +649 shares

    0.3% of the 13F portfolio, value $4,224,807.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 22,174 shares
    Change vs previous 13F +930 shares

    0.31% of the 13F portfolio, value $4,161,422.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 21,244 shares
    Change vs previous 13F -2,903 shares

    0.28% of the 13F portfolio, value $3,415,254.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 24,147 shares
    Change vs previous 13F +2,158 shares

    0.37% of the 13F portfolio, value $4,010,396.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 21,989 shares
    Change vs previous 13F +101 shares

    0.4% of the 13F portfolio, value $3,786,673.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 21,888 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,699,446.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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