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Detalus Advisors, LLC: SPMO position timeline

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

Detalus Advisors, LLC held 59,679 SPMO 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 59,679 shares
    Change vs previous 13F -16,477 shares

    1.88% of the 13F portfolio, value $9,640,519.

    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 76,156 shares
    Change vs previous 13F +4,996 shares

    1.95% of the 13F portfolio, value $8,537,891.

    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 71,160 shares
    Change vs previous 13F +31,207 shares

    2.07% of the 13F portfolio, value $8,490,762.

    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 39,953 shares
    Change vs previous 13F -1,249 shares

    1.25% of the 13F portfolio, value $4,836,650.

    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 41,202 shares
    Change vs previous 13F -1,428 shares

    1.34% of the 13F portfolio, value $4,634,033.

    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 42,630 shares
    Change vs previous 13F +2,033 shares

    1.24% of the 13F portfolio, value $3,944,550.

    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 40,597 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,857,141.

    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).