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BUSH INVESTMENT GROUP, LLC: SPMO position timeline

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

BUSH INVESTMENT GROUP, LLC held 16,559 SPMO shares at 2026-03-31 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,559 shares
    Change vs previous 13F +1,280 shares

    1.01% of the 13F portfolio, value $1,856,430.

    13F-HR 0001966640-26-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,279 shares
    Change vs previous 13F +4,952 shares

    1.02% of the 13F portfolio, value $1,823,090.

    13F-HR 0001966640-26-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,327 shares
    Change vs previous 13F +283 shares

    0.74% of the 13F portfolio, value $1,250,187.

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,044 shares
    Change vs previous 13F +145 shares

    0.76% of the 13F portfolio, value $1,129,649.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,899 shares
    Change vs previous 13F +379 shares

    0.69% of the 13F portfolio, value $915,954.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,520 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $904,495.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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