Mascagni Wealth Management, Inc.: SPSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mascagni Wealth Management, Inc. on SPSM, newest first. How the timeline and the estimate are built.
Mascagni Wealth Management, Inc. held 5,349 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 5,349 sharesChange vs previous 13F +51 shares
0.19% of the 13F portfolio, value $308,499.
13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,298 sharesChange vs previous 13F -435 shares
0.18% of the 13F portfolio, value $256,005.
13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,733 sharesChange vs previous 13F +156 shares
0.2% of the 13F portfolio, value $268,639.
13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,577 sharesChange vs previous 13F +311 shares
0.2% of the 13F portfolio, value $258,310.
13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,266 sharesChange vs previous 13F +341 shares
0.19% of the 13F portfolio, value $224,336.
13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,925 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $200,732.
13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,925 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $200,732.
13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).