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WealthTrak Capital Management LLC: SPGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrak Capital Management LLC on SPGP, newest first. How the timeline and the estimate are built.

WealthTrak Capital Management LLC held 11,612 SPGP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,612 shares
    Change vs previous 13F +220 shares

    0.93% of the 13F portfolio, value $1,420,031.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 11,392 shares
    Change vs previous 13F +295 shares

    0.88% of the 13F portfolio, value $1,226,007.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 11,097 shares
    Change vs previous 13F +224 shares

    0.9% of the 13F portfolio, value $1,263,504.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 10,873 shares
    Change vs previous 13F +151 shares

    1.02% of the 13F portfolio, value $1,235,390.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 10,722 shares
    Change vs previous 13F +403 shares

    0.96% of the 13F portfolio, value $1,154,760.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 10,319 shares
    Change vs previous 13F +141 shares

    0.89% of the 13F portfolio, value $1,030,662.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
    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 10,178 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,067,469.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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