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Higgins & Schmidt Wealth Strategies LLC: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Higgins & Schmidt Wealth Strategies LLC on SPMD, newest first. How the timeline and the estimate are built.

Higgins & Schmidt Wealth Strategies LLC held 229,878 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,878 shares
    Change vs previous 13F +7,445 shares

    6.41% of the 13F portfolio, value $15,530,555.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 222,433 shares
    Change vs previous 13F +5,066 shares

    6.02% of the 13F portfolio, value $13,172,455.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 217,367 shares
    Change vs previous 13F +8,895 shares

    5.96% of the 13F portfolio, value $12,587,697.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 208,472 shares
    Change vs previous 13F +4,791 shares

    6.02% of the 13F portfolio, value $11,922,534.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 203,681 shares
    Change vs previous 13F -726 shares

    6.13% of the 13F portfolio, value $11,076,174.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 204,407 shares
    Change vs previous 13F +7,426 shares

    6.18% of the 13F portfolio, value $10,461,542.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 196,981 shares
    Change vs previous 13F -25,207 shares

    6.72% of the 13F portfolio, value $10,772,866.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 222,188 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $12,149,263.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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