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Disclosery

Wise Wealth Partners: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wise Wealth Partners on SPTM, newest first. How the timeline and the estimate are built.

Wise Wealth Partners held 7,602 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,602 shares
    Change vs previous 13F +2 shares

    1.17% of the 13F portfolio, value $690,222.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 7,600 shares
    Change vs previous 13F +2 shares

    0.81% of the 13F portfolio, value $600,859.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 7,598 shares
    Change vs previous 13F +3 shares

    0.9% of the 13F portfolio, value $626,797.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 7,595 shares
    Change vs previous 13F +2 shares

    0.93% of the 13F portfolio, value $612,542.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 7,593 shares
    Change vs previous 13F +3 shares

    0.95% of the 13F portfolio, value $568,612.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 7,590 shares
    Change vs previous 13F +1 shares

    1.23% of the 13F portfolio, value $516,194.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 7,589 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $542,107.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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