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WealthTrak Capital Management LLC: SPTL position timeline

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

WealthTrak Capital Management LLC held 103,904 SPTL 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 103,904 shares
    Change vs previous 13F +8,431 shares

    1.79% of the 13F portfolio, value $2,725,402.

    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 95,473 shares
    Change vs previous 13F -5,348 shares

    1.79% of the 13F portfolio, value $2,510,940.

    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 100,821 shares
    Change vs previous 13F +21,903 shares

    1.91% of the 13F portfolio, value $2,668,732.

    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 78,918 shares
    Change vs previous 13F +2,404 shares

    1.75% of the 13F portfolio, value $2,126,840.

    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 76,514 shares
    Change vs previous 13F +69,156 shares

    1.7% of the 13F portfolio, value $2,033,743.

    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 7,358 shares
    Change vs previous 13F -3,904 shares

    0.17% of the 13F portfolio, value $200,580.

    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 11,262 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $294,952.

    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).