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Westside Investment Management, Inc.: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on SPTM, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 29,873 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,873 shares
    Change vs previous 13F -80 shares

    0.36% of the 13F portfolio, value $2,712,207.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 29,953 shares
    Change vs previous 13F -722 shares

    0.36% of the 13F portfolio, value $2,368,156.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 30,675 shares
    Change vs previous 13F +70 shares

    0.4% of the 13F portfolio, value $2,530,770.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 30,605 shares
    Change vs previous 13F +345 shares

    0.39% of the 13F portfolio, value $2,468,307.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 30,260 shares
    Change vs previous 13F +1,476 shares

    0.42% of the 13F portfolio, value $2,266,186.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 28,784 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $1,957,644.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 28,783 shares
    Change vs previous 13F +877 shares

    0.43% of the 13F portfolio, value $2,055,995.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 27,906 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,955,141.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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