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Disclosery

Ellenbecker Investment Group: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellenbecker Investment Group on SPMD, newest first. How the timeline and the estimate are built.

Ellenbecker Investment Group held 421,419 SPMD 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 421,419 shares
    Change vs previous 13F +39,687 shares

    3.31% of the 13F portfolio, value $28,471,109.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 381,732 shares
    Change vs previous 13F +34,412 shares

    3.04% of the 13F portfolio, value $22,606,220.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 347,320 shares
    Change vs previous 13F +28,314 shares

    2.81% of the 13F portfolio, value $20,113,331.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 319,006 shares
    Change vs previous 13F +24,143 shares

    2.69% of the 13F portfolio, value $18,243,968.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 294,863 shares
    Change vs previous 13F +56,461 shares

    2.59% of the 13F portfolio, value $16,034,666.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 238,402 shares
    Change vs previous 13F +108,022 shares

    2.19% of the 13F portfolio, value $12,201,421.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 130,380 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,130,493.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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