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Disclosery

SMITH CHAS P & ASSOCIATES PA CPAS: SPXL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH CHAS P & ASSOCIATES PA CPAS on SPXL, newest first. How the timeline and the estimate are built.

SMITH CHAS P & ASSOCIATES PA CPAS held 25,256 SPXL shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,256 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $6,835,992.

    13F-HR 0001082509-26-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Accepted , ingested

  2. period ended2026-03-31
    13F 25,256 shares
    Change vs previous 13F -21 shares

    0.25% of the 13F portfolio, value $4,669,548.

    13F-HR 0001082509-26-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 25,277 shares
    Change vs previous 13F -506 shares

    0.29% of the 13F portfolio, value $5,576,270.

    13F-HR 0001082509-26-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 25,783 shares
    Change vs previous 13F -273 shares

    0.47% of the 13F portfolio, value $5,463,333.

    13F-HR 0001082509-25-000007 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 26,056 shares
    Change vs previous 13F -785 shares

    0.25% of the 13F portfolio, value $4,521,522.

    13F-HR 0001082509-25-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 26,841 shares
    Change vs previous 13F +692 shares

    0.22% of the 13F portfolio, value $3,768,228.

    13F-HR 0001082509-25-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 26,149 shares
    Change vs previous 13F -1,683 shares

    0.25% of the 13F portfolio, value $4,411,360.

    13F-HR 0001082509-25-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 27,832 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,563,079.

    13F-HR 0001082509-24-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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