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M3 Wealth Management, LLC: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Wealth Management, LLC on SPTM, newest first. How the timeline and the estimate are built.

M3 Wealth Management, LLC held 145,538 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,538 shares
    Change vs previous 13F +7,703 shares

    8.57% of the 13F portfolio, value $13,213,414.

    13F-HR 0001765380-26-000303 filed by M3 Wealth Management, LLC
    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 137,835 shares
    Change vs previous 13F +9,866 shares

    8.39% of the 13F portfolio, value $10,897,235.

    13F-HR 0001765380-26-000148 filed by M3 Wealth Management, LLC
    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/A 127,969 shares
    Change vs previous 13F not available

    8.6% of the 13F portfolio, value $10,557,443.

    13F-HR/A 0002109365-26-000004 filed by M3 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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