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Delta Wealth Advisors LLC: SPMD position timeline

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

Delta Wealth Advisors LLC held 25,553 SPMD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,553 shares
    Change vs previous 13F +929 shares

    1.11% of the 13F portfolio, value $1,610,869.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,624 shares
    Change vs previous 13F +2,448 shares

    1.19% of the 13F portfolio, value $1,663,596.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,176 shares
    Change vs previous 13F +848 shares

    1% of the 13F portfolio, value $1,313,248.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,328 shares
    Change vs previous 13F +14 shares

    1.03% of the 13F portfolio, value $1,235,104.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,314 shares
    Change vs previous 13F -1,270 shares

    0.95% of the 13F portfolio, value $1,218,948.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,584 shares
    Change vs previous 13F +41 shares

    1.03% of the 13F portfolio, value $1,228,118.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,543 shares
    Change vs previous 13F +3,612 shares

    1.05% of the 13F portfolio, value $1,153,751.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,931 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,035,336.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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