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Disclosery

Adams Wealth Management: SPG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adams Wealth Management on SPG, newest first. How the timeline and the estimate are built.

Adams Wealth Management held 3,811 SPG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,811 shares
    Change vs previous 13F +440 shares

    0.16% of the 13F portfolio, value $852,330.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    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 3,371 shares
    Change vs previous 13F +505 shares

    0.14% of the 13F portfolio, value $628,793.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    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 2,866 shares
    Change vs previous 13F -122 shares

    0.11% of the 13F portfolio, value $530,525.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    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 2,988 shares
    Change vs previous 13F -493 shares

    0.12% of the 13F portfolio, value $560,758.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    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 3,481 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $559,606.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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