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WBH ADVISORY INC: SPTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on SPTS, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 172,324 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,324 shares
    Change vs previous 13F +8,782 shares

    0.34% of the 13F portfolio, value $4,999,119.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 163,542 shares
    Change vs previous 13F -985 shares

    0.36% of the 13F portfolio, value $4,757,444.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 164,527 shares
    Change vs previous 13F +8,328 shares

    0.36% of the 13F portfolio, value $4,817,364.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 156,199 shares
    Change vs previous 13F +38,472 shares

    0.35% of the 13F portfolio, value $4,579,740.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 117,727 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,448,224.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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