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Fiduciary Alliance LLC: SPMO position timeline

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

Fiduciary Alliance LLC held 9,706 SPMO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,706 shares
    Change vs previous 13F +402 shares

    0.11% of the 13F portfolio, value $1,471,203.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,304 shares
    Change vs previous 13F +357 shares

    0.1% of the 13F portfolio, value $1,503,021.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 8,947 shares
    Change vs previous 13F -2,624 shares

    0.07% of the 13F portfolio, value $1,132,562.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 11,571 shares
    Change vs previous 13F +924 shares

    0.09% of the 13F portfolio, value $1,380,675.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 10,647 shares
    Change vs previous 13F +2,762 shares

    0.09% of the 13F portfolio, value $1,288,986.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 7,885 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $886,839.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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