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Disclosery

Capital Analysts, LLC: SPTM position timeline

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

Capital Analysts, LLC held 103,283 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,283 shares
    Change vs previous 13F +4,439 shares

    0.22% of the 13F portfolio, value $9,377,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 98,844 shares
    Change vs previous 13F -677 shares

    0.21% of the 13F portfolio, value $7,815,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 99,521 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,210,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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