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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

  1. period ended2026-06-30
    13F 618,696 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 916,363 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 916,454 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 852,291 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 861,456 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 787,344 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 747,164 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 739,460 shares
    Change 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), ingested

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