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Disclosery

Marks Wealth, LLC: SPMO position timeline

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

Marks Wealth, LLC held 239,332 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,332 shares
    Change vs previous 13F +239,332 shares

    8.37% of the 13F portfolio, value $38,661,691.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -559,697 shares

    13F-HR 0002085853-26-000166 filed by Marks Wealth, LLC
    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.

  3. period ended2025-09-30
    13F 559,697 shares
    Change vs previous 13F +129,081 shares

    20.93% of the 13F portfolio, value $67,756,977.

    13F-HR 0002085853-25-000180 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 430,616 shares
    Change vs previous 13F not available

    15.71% of the 13F portfolio, value $48,431,382.

    13F-HR 0001667731-25-000881 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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