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Detalus Advisors, LLC: SPMB position timeline

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

Detalus Advisors, LLC held 328,868 SPMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 328,868 shares
    Change vs previous 13F +49,209 shares

    1.43% of the 13F portfolio, value $7,337,055.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 279,659 shares
    Change vs previous 13F +21,732 shares

    1.43% of the 13F portfolio, value $6,261,565.

    13F-HR 0001799677-26-000003 filed by Detalus 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 ended2025-12-31
    13F 257,927 shares
    Change vs previous 13F +20,960 shares

    1.41% of the 13F portfolio, value $5,781,424.

    13F-HR 0001799677-26-000001 filed by Detalus 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 ended2025-09-30
    13F 236,967 shares
    Change vs previous 13F +14,161 shares

    1.38% of the 13F portfolio, value $5,317,532.

    13F-HR 0001799677-25-000007 filed by Detalus 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 ended2025-06-30
    13F 222,806 shares
    Change vs previous 13F +9,167 shares

    1.43% of the 13F portfolio, value $4,924,023.

    13F-HR 0001799677-25-000004 filed by Detalus 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 ended2025-03-31
    13F 213,639 shares
    Change vs previous 13F +4,085 shares

    1.48% of the 13F portfolio, value $4,710,745.

    13F-HR 0001799677-25-000003 filed by Detalus 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 ended2024-12-31
    13F 209,554 shares
    Change vs previous 13F +1,119 shares

    1.49% of the 13F portfolio, value $4,515,884.

    13F-HR 0001799677-25-000001 filed by Detalus 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 ended2024-09-30
    13F 208,435 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,696,039.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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