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Disclosery

Axos Invest Inc.: SPMO position timeline

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

Axos Invest Inc. held 2,065 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,065 shares
    Change vs previous 13F +38 shares

    0.24% of the 13F portfolio, value $333,609.

    13F-HR 0002042928-26-000003 filed by Axos Invest Inc.
    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 2,027 shares
    Change vs previous 13F -1,170 shares

    0.17% of the 13F portfolio, value $227,191.

    13F-HR 0002042928-26-000002 filed by Axos Invest Inc.
    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 3,197 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $381,487.

    13F-HR 0002042928-26-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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