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Delta Wealth Advisors LLC: SPSM position timeline

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

Delta Wealth Advisors LLC held 18,983 SPSM 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 18,983 shares
    Change vs previous 13F -688 shares

    0.69% of the 13F portfolio, value $1,003,451.

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

  2. period ended2026-06-30
    13F 19,671 shares
    Change vs previous 13F +1,537 shares

    0.81% of the 13F portfolio, value $1,134,399.

    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 18,134 shares
    Change vs previous 13F -755 shares

    0.67% of the 13F portfolio, value $876,232.

    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 18,889 shares
    Change vs previous 13F -14 shares

    0.74% of the 13F portfolio, value $885,139.

    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 18,903 shares
    Change vs previous 13F -1,452 shares

    0.69% of the 13F portfolio, value $875,587.

    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 20,355 shares
    Change vs previous 13F +3,041 shares

    0.73% of the 13F portfolio, value $867,123.

    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 17,314 shares
    Change vs previous 13F +1,002 shares

    0.64% of the 13F portfolio, value $705,719.

    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 16,312 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $732,735.

    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).