Skip to content
Disclosery

BWM Planning, LLC: SPSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BWM Planning, LLC on SPSK, newest first. How the timeline and the estimate are built.

BWM Planning, LLC held 14,214 SPSK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,214 shares
    Change vs previous 13F +122 shares

    0.06% of the 13F portfolio, value $256,001.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 14,092 shares
    Change vs previous 13F +559 shares

    0.07% of the 13F portfolio, value $252,251.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 13,533 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $247,046.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 13,533 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $250,091.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 13,533 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $246,573.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,538 shares
    Change vs previous 13F +48 shares

    0.1% of the 13F portfolio, value $243,956.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,490 shares
    Change vs previous 13F +2,450 shares

    0.1% of the 13F portfolio, value $240,521.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,040 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $203,313.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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