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Disclosery

Bull Oak Capital, LLC: SPMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bull Oak Capital, LLC on SPMO, newest first. How the timeline and the estimate are built.

Bull Oak Capital, LLC held 189,004 SPMO 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 189,004 shares
    Change vs previous 13F +13,563 shares

    10.17% of the 13F portfolio, value $30,531,759.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, 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 175,441 shares
    Change vs previous 13F +17,488 shares

    7.56% of the 13F portfolio, value $19,668,692.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, 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 157,953 shares
    Change vs previous 13F +9,858 shares

    7.7% of the 13F portfolio, value $18,846,952.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 148,095 shares
    Change vs previous 13F +34,526 shares

    7.61% of the 13F portfolio, value $17,928,381.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, 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 113,569 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $12,773,092.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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