Skip to content
Disclosery

National Wealth Management Group, LLC: SPSM position timeline

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

National Wealth Management Group, LLC held 5,237 SPSM 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 5,237 shares
    Change vs previous 13F -411 shares

    0.09% of the 13F portfolio, value $302,046.

    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 5,648 shares
    Change vs previous 13F +119 shares

    0.1% of the 13F portfolio, value $272,926.

    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 5,529 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $259,069.

    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 5,509 shares
    Change vs previous 13F -486 shares

    0.1% of the 13F portfolio, value $255,154.

    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 5,995 shares
    Change vs previous 13F +510 shares

    0.14% of the 13F portfolio, value $255,372.

    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 5,485 shares
    Change vs previous 13F -86 shares

    0.15% of the 13F portfolio, value $223,557.

    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 5,571 shares
    Change vs previous 13F -206 shares

    0.17% of the 13F portfolio, value $250,247.

    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 5,777 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $262,895.

    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).