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Asempa Wealth Advisors: SPMO position timeline

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

Asempa Wealth Advisors held 6,216 SPMO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,216 shares
    Change vs previous 13F -487 shares

    0.74% of the 13F portfolio, value $949,494.

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,703 shares
    Change vs previous 13F +884 shares

    0.83% of the 13F portfolio, value $1,082,743.

    13F-HR 0002099967-26-000003 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,819 shares
    Change vs previous 13F +122 shares

    0.58% of the 13F portfolio, value $666,227.

    13F-HR 0002099967-26-000002 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,697 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $679,811.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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