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Goldstein Advisors, LLC: SPMO position timeline

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

Goldstein Advisors, LLC held 141,576 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,576 shares
    Change vs previous 13F -61,082 shares

    2.09% of the 13F portfolio, value $22,870,187.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, LLC
    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 202,658 shares
    Change vs previous 13F +8,110 shares

    2.52% of the 13F portfolio, value $22,719,988.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 ended2025-12-31
    13F 194,548 shares
    Change vs previous 13F +93,342 shares

    2.64% of the 13F portfolio, value $23,213,467.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 ended2025-09-30
    13F 101,206 shares
    Change vs previous 13F -5,175 shares

    1.49% of the 13F portfolio, value $12,251,998.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 ended2025-06-30
    13F 106,381 shares
    Change vs previous 13F -1,792 shares

    1.61% of the 13F portfolio, value $11,964,671.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 ended2025-03-31
    13F 108,173 shares
    Change vs previous 13F +777 shares

    1.46% of the 13F portfolio, value $10,009,248.

    13F-HR 0001172661-25-001539 filed by Goldstein 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 ended2024-12-31
    13F 107,396 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $10,203,694.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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