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Transamerica Financial Advisors, LLC: SPTI position timeline

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

Transamerica Financial Advisors, LLC held 227,847 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,847 shares
    Change vs previous 13F -20,074 shares

    0.55% of the 13F portfolio, value $6,468,598.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 247,921 shares
    Change vs previous 13F +123,322 shares

    0.61% of the 13F portfolio, value $7,105,436.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 124,599 shares
    Change vs previous 13F +1,119 shares

    0.3% of the 13F portfolio, value $3,593,435.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 123,480 shares
    Change vs previous 13F -1,221 shares

    0.3% of the 13F portfolio, value $3,568,564.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 124,701 shares
    Change vs previous 13F -2,607 shares

    0.34% of the 13F portfolio, value $3,587,624.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, LLC
    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 127,308 shares
    Change vs previous 13F -45,110 shares

    0.37% of the 13F portfolio, value $3,639,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 172,418 shares
    Change vs previous 13F -5,615 shares

    0.48% of the 13F portfolio, value $4,807,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 178,033 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,174,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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