Position in SPNT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$576
+$60 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 251 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $158,036 across 5 Insurance - Reinsurance names. SPNT ranks #5 (0.4% of the industry book) .
All Filings in SPNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576 | 24 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $516 | 24 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,342 | 107 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||