Skip to content
Disclosery

A4 Wealth Advisors LLC: SPMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on SPMO, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 25,985 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,985 shares
    Change vs previous 13F -3,109 shares

    2.83% of the 13F portfolio, value $4,197,628.

    13F-HR 0002033987-26-000006 filed by A4 Wealth 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 29,094 shares
    Change vs previous 13F +7,360 shares

    2.71% of the 13F portfolio, value $3,261,712.

    13F-HR 0002033987-26-000004 filed by A4 Wealth 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 21,734 shares
    Change vs previous 13F +14,979 shares

    2.24% of the 13F portfolio, value $2,593,347.

    13F-HR 0002033987-26-000002 filed by A4 Wealth 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 6,755 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $817,760.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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