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Emergent Wealth Advisors, LLC: SPG position timeline

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

Emergent Wealth Advisors, LLC held 8,307 SPG 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 8,307 shares
    Change vs previous 13F -166 shares

    0.87% of the 13F portfolio, value $1,667,672.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,473 shares
    Change vs previous 13F +363 shares

    0.98% of the 13F portfolio, value $1,882,555.

    13F-HR 0001754960-26-000491 filed by Emergent 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 8,110 shares
    Change vs previous 13F +163 shares

    0.89% of the 13F portfolio, value $1,512,823.

    13F-HR 0001754960-26-000207 filed by Emergent 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 7,947 shares
    Change vs previous 13F +452 shares

    0.83% of the 13F portfolio, value $1,470,990.

    13F-HR 0001754960-26-000055 filed by Emergent 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 7,495 shares
    Change vs previous 13F +557 shares

    0.82% of the 13F portfolio, value $1,406,606.

    13F-HR 0001754960-25-000736 filed by Emergent 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 6,938 shares
    Change vs previous 13F +513 shares

    0.72% of the 13F portfolio, value $1,133,893.

    13F-HR 0001754960-25-000735 filed by Emergent 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 6,425 shares
    Change vs previous 13F +1,340 shares

    0.77% of the 13F portfolio, value $1,067,105.

    13F-HR 0001754960-25-000734 filed by Emergent 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 5,085 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $875,616.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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