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Disclosery

Gen-Wealth Partners Inc: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gen-Wealth Partners Inc on SPMD, newest first. How the timeline and the estimate are built.

Gen-Wealth Partners Inc held 8,720 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,720 shares
    Change vs previous 13F -691 shares

    0.16% of the 13F portfolio, value $589,093.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    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 9,411 shares
    Change vs previous 13F -262 shares

    0.18% of the 13F portfolio, value $557,326.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    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 9,673 shares
    Change vs previous 13F +474 shares

    0.18% of the 13F portfolio, value $560,137.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    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 9,199 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $526,119.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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