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Disclosery

FINANCIAL LIFE ADVISORS: SPMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on SPMB, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 1,300,999 SPMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,300,999 shares
    Change vs previous 13F +259,619 shares

    8.25% of the 13F portfolio, value $29,025,278.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 1,041,380 shares
    Change vs previous 13F +88,218 shares

    7.26% of the 13F portfolio, value $23,316,491.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 953,162 shares
    Change vs previous 13F +74,504 shares

    6.59% of the 13F portfolio, value $21,365,120.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 878,658 shares
    Change vs previous 13F +52,985 shares

    6.33% of the 13F portfolio, value $19,717,086.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 825,673 shares
    Change vs previous 13F +42,122 shares

    6.24% of the 13F portfolio, value $18,247,371.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 783,551 shares
    Change vs previous 13F +40,394 shares

    6.44% of the 13F portfolio, value $17,277,291.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 743,157 shares
    Change vs previous 13F +19,179 shares

    6.02% of the 13F portfolio, value $16,015,024.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 723,978 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $16,311,213.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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