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Cardinal Strategic Wealth Guidance: SPMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Strategic Wealth Guidance on SPMO, newest first. How the timeline and the estimate are built.

Cardinal Strategic Wealth Guidance held 46,286 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,286 shares
    Change vs previous 13F -18,366 shares

    1.7% of the 13F portfolio, value $7,477,041.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 64,652 shares
    Change vs previous 13F +1,798 shares

    1.91% of the 13F portfolio, value $7,248,136.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 62,854 shares
    Change vs previous 13F +22,165 shares

    1.96% of the 13F portfolio, value $7,499,740.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 40,689 shares
    Change vs previous 13F -204 shares

    1.32% of the 13F portfolio, value $4,925,811.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 40,893 shares
    Change vs previous 13F -2,888 shares

    1.33% of the 13F portfolio, value $4,599,236.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 43,781 shares
    Change vs previous 13F +6,681 shares

    1.29% of the 13F portfolio, value $4,051,056.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 37,100 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,524,871.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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