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McNaughton Wealth Management, LLC: SPMO position timeline

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

McNaughton Wealth Management, LLC held 22,987 SPMO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,987 shares
    Change vs previous 13F -8,686 shares

    1.22% of the 13F portfolio, value $3,484,440.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,673 shares
    Change vs previous 13F -10,951 shares

    1.82% of the 13F portfolio, value $5,116,447.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 42,624 shares
    Change vs previous 13F +2,304 shares

    1.98% of the 13F portfolio, value $4,778,624.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 40,320 shares
    Change vs previous 13F +13,186 shares

    1.98% of the 13F portfolio, value $4,811,015.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,134 shares
    Change vs previous 13F -2,230 shares

    1.39% of the 13F portfolio, value $3,284,886.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,364 shares
    Change vs previous 13F +81 shares

    1.47% of the 13F portfolio, value $3,302,566.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,283 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,709,596.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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