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AGH Wealth Advisors, LLC: SPSM position timeline

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

AGH Wealth Advisors, LLC held 46,963 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,963 shares
    Change vs previous 13F +1,811 shares

    1.71% of the 13F portfolio, value $2,709,087.

    13F-HR 0002061010-26-000003 filed by AGH 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 45,152 shares
    Change vs previous 13F +18,772 shares

    1.61% of the 13F portfolio, value $2,182,535.

    13F-HR 0002061010-26-000002 filed by AGH 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 26,380 shares
    Change vs previous 13F +263 shares

    0.93% of the 13F portfolio, value $1,236,912.

    13F-HR 0002061010-26-000001 filed by AGH 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 26,117 shares
    Change vs previous 13F +1,990 shares

    0.89% of the 13F portfolio, value $1,210,491.

    13F-HR 0002061010-25-000002 filed by AGH Wealth 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 24,127 shares
    Change vs previous 13F +155 shares

    0.85% of the 13F portfolio, value $1,028,515.

    13F-HR 0001085146-25-004521 filed by AGH Wealth 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 23,972 shares
    Change vs previous 13F -716 shares

    0.94% of the 13F portfolio, value $977,837.

    13F-HR 0001085146-25-002056 filed by AGH Wealth 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 24,688 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,108,999.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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