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Disclosery

WFA of San Diego, LLC: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on SPTM, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 3,037 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,037 shares
    Change vs previous 13F -110 shares

    0.23% of the 13F portfolio, value $286,814.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 3,147 shares
    Change vs previous 13F -70 shares

    0.2% of the 13F portfolio, value $248,802.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 3,217 shares
    Change vs previous 13F -17 shares

    0.19% of the 13F portfolio, value $265,403.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 3,234 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $260,822.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 3,234 shares
    Change vs previous 13F -4,193 shares

    0.18% of the 13F portfolio, value $242,194.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,427 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $520,336.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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