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Delta Wealth Advisors LLC: SPMO position timeline

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

Delta Wealth Advisors LLC held 30,755 SPMO 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 30,755 shares
    Change vs previous 13F -470 shares

    3.2% of the 13F portfolio, value $4,661,812.

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

  2. period ended2026-06-30
    13F 31,225 shares
    Change vs previous 13F -3,471 shares

    3.6% of the 13F portfolio, value $5,044,064.

    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 34,696 shares
    Change vs previous 13F -1,426 shares

    2.96% of the 13F portfolio, value $3,889,756.

    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 36,122 shares
    Change vs previous 13F -5,290 shares

    3.61% of the 13F portfolio, value $4,310,037.

    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 41,412 shares
    Change vs previous 13F -152 shares

    3.92% of the 13F portfolio, value $5,013,296.

    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 41,564 shares
    Change vs previous 13F +1,103 shares

    3.92% of the 13F portfolio, value $4,674,666.

    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 40,461 shares
    Change vs previous 13F +1,362 shares

    3.4% of the 13F portfolio, value $3,743,825.

    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 39,099 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $3,714,764.

    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).