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Disclosery

M Holdings Securities, Inc.: SPSM position timeline

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

M Holdings Securities, Inc. held 0 SPSM shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,924 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 10,924 shares
    Change vs previous 13F -61,263 shares

    0.11% of the 13F portfolio, value $506,000.

    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).

  3. period ended2025-06-30
    13F 72,187 shares
    Change vs previous 13F +30 shares

    0.53% of the 13F portfolio, value $3,075,000.

    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).

  4. period ended2025-03-31
    13F 72,157 shares
    Change vs previous 13F -667 shares

    0.49% of the 13F portfolio, value $2,941,000.

    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).

  5. period ended2024-12-31
    13F/A 72,824 shares
    Change vs previous 13F +106 shares

    0.53% of the 13F portfolio, value $3,271,000.

    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).

  6. period ended2024-09-30
    13F 72,718 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,309,000.

    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).