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Disclosery

Mittelman Wealth Management: SPXL position timeline

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

Mittelman Wealth Management held 3,107 SPXL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,107 shares
    Change vs previous 13F -15 shares

    0.56% of the 13F portfolio, value $840,971.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 3,122 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $577,226.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 3,122 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $688,744.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,122 shares
    Change vs previous 13F -531 shares

    0.43% of the 13F portfolio, value $661,551.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,653 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $633,905.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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