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Leicht Financial Planning & Wealth Management, Inc.: SPSM 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 SPSM, newest first. How the timeline and the estimate are built.

Leicht Financial Planning & Wealth Management, Inc. held 314,283 SPSM 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 314,283 shares
    Change vs previous 13F -62,329 shares

    7.43% of the 13F portfolio, value $18,124,710.

    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 376,612 shares
    Change vs previous 13F -5,065 shares

    8.25% of the 13F portfolio, value $18,197,898.

    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 381,677 shares
    Change vs previous 13F -6,027 shares

    8% of the 13F portfolio, value $17,885,386.

    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 387,704 shares
    Change vs previous 13F -2,585 shares

    8.1% of the 13F portfolio, value $17,958,449.

    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 390,289 shares
    Change vs previous 13F +5,333 shares

    7.9% of the 13F portfolio, value $16,626,296.

    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 384,956 shares
    Change vs previous 13F +7,531 shares

    8.21% of the 13F portfolio, value $15,690,813.

    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 377,425 shares
    Change vs previous 13F +863 shares

    8.67% of the 13F portfolio, value $16,953,926.

    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 376,562 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $17,137,335.

    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).