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CWM, LLC: SPTI position timeline

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

CWM, LLC held 12,847,946 SPTI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,847,946 shares
    Change vs previous 13F +6,558,818 shares

    0.97% of the 13F portfolio, value $368,222,128.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,289,128 shares
    Change vs previous 13F +948,731 shares

    0.49% of the 13F portfolio, value $181,378,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,340,397 shares
    Change vs previous 13F +783,183 shares

    0.46% of the 13F portfolio, value $154,337,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,557,214 shares
    Change vs previous 13F +1,442,203 shares

    0.46% of the 13F portfolio, value $131,111,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,115,011 shares
    Change vs previous 13F -70,596 shares

    0.36% of the 13F portfolio, value $89,027,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,185,607 shares
    Change vs previous 13F +192,119 shares

    0.37% of the 13F portfolio, value $88,815,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,993,488 shares
    Change vs previous 13F +417,172 shares

    0.37% of the 13F portfolio, value $86,991,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,576,316 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $72,188,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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