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BOK Financial Private Wealth, Inc.: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on SPMD, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 136,530 SPMD 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 136,530 shares
    Change vs previous 13F -6,008 shares

    0.47% of the 13F portfolio, value $9,223,967.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 142,538 shares
    Change vs previous 13F +514 shares

    0.51% of the 13F portfolio, value $8,441,101.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 142,024 shares
    Change vs previous 13F -6,119 shares

    0.5% of the 13F portfolio, value $8,224,610.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 148,143 shares
    Change vs previous 13F +46,726 shares

    0.53% of the 13F portfolio, value $8,472,299.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 101,417 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,515,057.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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