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Lee, Kelleher & Klein Wealth Management: SPSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on SPSM, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 23,768 SPSM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,768 shares
    Change vs previous 13F -480 shares

    0.65% of the 13F portfolio, value $1,256,396.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,248 shares
    Change vs previous 13F -2,780 shares

    0.73% of the 13F portfolio, value $1,398,382.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,028 shares
    Change vs previous 13F -2,000 shares

    0.78% of the 13F portfolio, value $1,305,993.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,028 shares
    Change vs previous 13F -3,615 shares

    0.81% of the 13F portfolio, value $1,360,252.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,643 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,512,024.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,643 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,390,592.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,643 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,330,529.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,643 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,466,324.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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