Skip to content
Disclosery

Higgins & Schmidt Wealth Strategies LLC: SPSM position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 31,184 SPSM 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 31,184 shares
    Change vs previous 13F -697 shares

    0.74% of the 13F portfolio, value $1,798,370.

    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 31,881 shares
    Change vs previous 13F -1,900 shares

    0.7% of the 13F portfolio, value $1,540,480.

    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 33,781 shares
    Change vs previous 13F -59 shares

    0.75% of the 13F portfolio, value $1,582,968.

    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 33,840 shares
    Change vs previous 13F -567 shares

    0.79% of the 13F portfolio, value $1,567,460.

    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 34,407 shares
    Change vs previous 13F -3,405 shares

    0.81% of the 13F portfolio, value $1,465,730.

    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 37,812 shares
    Change vs previous 13F -621 shares

    0.91% of the 13F portfolio, value $1,541,209.

    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 38,433 shares
    Change vs previous 13F -72,117 shares

    1.08% of the 13F portfolio, value $1,726,401.

    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 110,550 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $5,031,144.

    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).