WBI INVESTMENTS, LLC: SPTM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on SPTM, newest first. How the timeline and the estimate are built.
WBI INVESTMENTS, LLC held 53,698 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 53,698 sharesChange vs previous 13F -1,416 shares
1.21% of the 13F portfolio, value $4,875,241.
13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,114 sharesChange vs previous 13F -5,014 shares
1.2% of the 13F portfolio, value $4,357,313.
13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingested- WBI INVESTMENTS, LLC: 55,114 shares
- MILLINGTON SECURITIES, LLC: 55,114 shares (included in another member's report, not added)
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,128 sharesChange vs previous 13F -1,036 shares
1.29% of the 13F portfolio, value $4,960,560.
13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 61,164 sharesChange vs previous 13F -3,001 shares
1.26% of the 13F portfolio, value $4,932,877.
13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 64,165 sharesChange vs previous 13F not available
1.25% of the 13F portfolio, value $4,805,317.
13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).