Leicht Financial Planning & Wealth Management, Inc.: SPMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leicht Financial Planning & Wealth Management, Inc. on SPMB, newest first. How the timeline and the estimate are built.
Leicht Financial Planning & Wealth Management, Inc. held 618,696 SPMB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 618,696 sharesChange vs previous 13F -297,667 shares
5.66% of the 13F portfolio, value $13,803,118.
13F-HR 0001710666-26-000005 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 916,363 sharesChange vs previous 13F -91 shares
9.31% of the 13F portfolio, value $20,517,368.
13F-HR 0001710666-26-000004 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 916,454 sharesChange vs previous 13F +64,163 shares
9.19% of the 13F portfolio, value $20,542,320.
13F-HR 0001710666-26-000001 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 852,291 sharesChange vs previous 13F -9,165 shares
8.62% of the 13F portfolio, value $19,125,413.
13F-HR 0001710666-25-000003 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 861,456 sharesChange vs previous 13F +74,112 shares
9.04% of the 13F portfolio, value $19,038,193.
13F-HR 0001085146-25-004718 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 787,344 sharesChange vs previous 13F +40,180 shares
9.08% of the 13F portfolio, value $17,360,951.
13F-HR 0001085146-25-002071 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 747,164 sharesChange vs previous 13F +7,704 shares
8.24% of the 13F portfolio, value $16,101,396.
13F-HR 0001085146-25-001832 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 739,460 sharesChange vs previous 13F not available
8.39% of the 13F portfolio, value $16,660,049.
13F-HR 0001085146-24-004958 filed by Leicht Financial Planning & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).