Skip to content
Disclosery

Performance Wealth Partners, LLC: SPMO position timeline

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

Performance Wealth Partners, LLC held 912,173 SPMO 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 912,173 shares
    Change vs previous 13F +557,997 shares

    3.66% of the 13F portfolio, value $147,352,457.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 354,176 shares
    Change vs previous 13F +16,034 shares

    1.15% of the 13F portfolio, value $39,706,685.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 338,142 shares
    Change vs previous 13F +25,070 shares

    1.09% of the 13F portfolio, value $40,347,116.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 313,072 shares
    Change vs previous 13F +97,653 shares

    1.06% of the 13F portfolio, value $37,900,447.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 215,419 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $24,228,183.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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