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Echo Wealth Management, LLC: SPSB position timeline

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

Echo Wealth Management, LLC held 29,978 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,978 shares
    Change vs previous 13F -521 shares

    0.46% of the 13F portfolio, value $899,640.

    13F-HR 0001398344-26-012617 filed by Echo Wealth Management, 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 30,499 shares
    Change vs previous 13F -18,940 shares

    0.53% of the 13F portfolio, value $917,105.

    13F-HR 0001398344-26-006803 filed by Echo Wealth Management, 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 49,439 shares
    Change vs previous 13F -17,994 shares

    0.87% of the 13F portfolio, value $1,493,058.

    13F-HR 0001398344-26-001002 filed by Echo Wealth Management, 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 67,433 shares
    Change vs previous 13F +3,268 shares

    1.19% of the 13F portfolio, value $2,042,546.

    13F-HR 0001398344-25-019534 filed by Echo Wealth Management, 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 64,165 shares
    Change vs previous 13F +5,922 shares

    1.19% of the 13F portfolio, value $1,937,141.

    13F-HR 0001398344-25-013461 filed by Echo Wealth Management, 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 58,243 shares
    Change vs previous 13F +5,106 shares

    1.18% of the 13F portfolio, value $1,753,114.

    13F-HR 0001398344-25-007422 filed by Echo Wealth Management, 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 53,137 shares
    Change vs previous 13F +379 shares

    1.1% of the 13F portfolio, value $1,586,669.

    13F-HR 0001398344-25-000865 filed by Echo Wealth Management, 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 52,758 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,583,795.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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