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Disclosery

Mueller Wealth, LLC: SPTM position timeline

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

Mueller Wealth, LLC held 202,687 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,687 shares
    Change vs previous 13F +15,883 shares

    12.53% of the 13F portfolio, value $18,401,926.

    13F-HR 0002110608-26-000003 filed by Mueller 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 ended2026-03-31
    13F 186,804 shares
    Change vs previous 13F -2,807 shares

    11.78% of the 13F portfolio, value $14,768,711.

    13F-HR 0002110608-26-000002 filed by Mueller Wealth, 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 189,611 shares
    Change vs previous 13F not available

    12.95% of the 13F portfolio, value $15,642,941.

    13F-HR 0002110608-26-000001 filed by Mueller Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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