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Legend Financial Advisors, Inc.: SPSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legend Financial Advisors, Inc. on SPSM, newest first. How the timeline and the estimate are built.

Legend Financial Advisors, Inc. held 66,434 SPSM 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 66,434 shares
    Change vs previous 13F +70 shares

    2.18% of the 13F portfolio, value $3,831,269.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, 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 66,364 shares
    Change vs previous 13F +13,064 shares

    2.07% of the 13F portfolio, value $3,206,694.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, 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 53,300 shares
    Change vs previous 13F +7,941 shares

    1.51% of the 13F portfolio, value $2,497,649.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, 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 45,359 shares
    Change vs previous 13F +926 shares

    1.29% of the 13F portfolio, value $2,101,024.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    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 44,433 shares
    Change vs previous 13F -7,920 shares

    1.26% of the 13F portfolio, value $1,892,836.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    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 52,353 shares
    Change vs previous 13F -32,778 shares

    1.57% of the 13F portfolio, value $2,133,921.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    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 85,131 shares
    Change vs previous 13F -1,829 shares

    2.7% of the 13F portfolio, value $3,824,074.

    13F-HR 0001781948-25-000001 filed by Legend Financial Advisors, Inc.
    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 86,960 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $3,957,571.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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