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Transamerica Financial Advisors, LLC: SPTL position timeline

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

Transamerica Financial Advisors, LLC held 82,151 SPTL 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 82,151 shares
    Change vs previous 13F -2,532 shares

    0.18% of the 13F portfolio, value $2,154,832.

    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 84,683 shares
    Change vs previous 13F -3,547 shares

    0.19% of the 13F portfolio, value $2,227,173.

    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 88,230 shares
    Change vs previous 13F -43,016 shares

    0.19% of the 13F portfolio, value $2,335,441.

    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 131,246 shares
    Change vs previous 13F +587 shares

    0.29% of the 13F portfolio, value $3,537,061.

    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 130,659 shares
    Change vs previous 13F -3,199 shares

    0.33% of the 13F portfolio, value $3,472,900.

    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 133,858 shares
    Change vs previous 13F -6,472 shares

    0.37% of the 13F portfolio, value $3,649,000.

    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 140,330 shares
    Change vs previous 13F -4,631 shares

    0.36% of the 13F portfolio, value $3,676,000.

    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 144,961 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,214,000.

    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).