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Disclosery

M Holdings Securities, Inc.: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on SPSB, newest first. How the timeline and the estimate are built.

M Holdings Securities, Inc. held 53,982 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,982 shares
    Change vs previous 13F +146 shares

    0.22% of the 13F portfolio, value $1,621,000.

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, 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 53,836 shares
    Change vs previous 13F -19,667 shares

    0.11% of the 13F portfolio, value $1,615,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, 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 73,503 shares
    Change vs previous 13F +17,009 shares

    0.16% of the 13F portfolio, value $2,220,000.

    13F-HR 0001569638-26-000001 filed by M Holdings Securities, 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 56,494 shares
    Change vs previous 13F -478,414 shares

    0.36% of the 13F portfolio, value $1,711,000.

    13F-HR 0001569638-25-000007 filed by M Holdings Securities, 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 534,908 shares
    Change vs previous 13F +23,050 shares

    2.77% of the 13F portfolio, value $16,148,000.

    13F-HR 0001569638-25-000006 filed by M Holdings Securities, 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 511,858 shares
    Change vs previous 13F +27,268 shares

    2.56% of the 13F portfolio, value $15,407,000.

    13F-HR 0001569638-25-000003 filed by M Holdings Securities, 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/A 484,590 shares
    Change vs previous 13F +18,543 shares

    2.33% of the 13F portfolio, value $14,470,000.

    13F-HR/A 0001569638-25-000002 filed by M Holdings Securities, 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 466,047 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $14,112,000.

    13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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