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Lifelong Wealth Advisors, Inc.: SPMO position timeline

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

Lifelong Wealth Advisors, Inc. held 26,693 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,693 shares
    Change vs previous 13F -5,863 shares

    1.02% of the 13F portfolio, value $4,311,993.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth 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 32,556 shares
    Change vs previous 13F +3,545 shares

    0.97% of the 13F portfolio, value $3,649,853.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth 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 29,011 shares
    Change vs previous 13F +11,600 shares

    0.92% of the 13F portfolio, value $3,461,593.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth 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 17,411 shares
    Change vs previous 13F +587 shares

    0.63% of the 13F portfolio, value $2,107,776.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth 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 16,824 shares
    Change vs previous 13F +941 shares

    0.63% of the 13F portfolio, value $1,892,195.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth 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 15,883 shares
    Change vs previous 13F +1,150 shares

    0.69% of the 13F portfolio, value $1,469,654.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth 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 14,733 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,399,782.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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