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National Wealth Management Group, LLC: SPBO position timeline

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

National Wealth Management Group, LLC held 48,128 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,128 shares
    Change vs previous 13F -1,814 shares

    0.43% of the 13F portfolio, value $1,397,634.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 49,942 shares
    Change vs previous 13F +29,808 shares

    0.54% of the 13F portfolio, value $1,449,817.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 20,134 shares
    Change vs previous 13F -8,750 shares

    0.2% of the 13F portfolio, value $590,746.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 28,884 shares
    Change vs previous 13F +2,333 shares

    0.32% of the 13F portfolio, value $855,818.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,551 shares
    Change vs previous 13F +644 shares

    0.43% of the 13F portfolio, value $775,827.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,907 shares
    Change vs previous 13F +5,373 shares

    0.49% of the 13F portfolio, value $752,080.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,534 shares
    Change vs previous 13F +2,276 shares

    0.39% of the 13F portfolio, value $588,088.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,258 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $548,302.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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