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Disclosery

PLANNING ALTERNATIVES LTD /ADV: SPMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on SPMO, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 751,352 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 751,352 shares
    Change vs previous 13F +6,943 shares

    13.01% of the 13F portfolio, value $121,373,404.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 744,409 shares
    Change vs previous 13F +138,915 shares

    10.77% of the 13F portfolio, value $83,455,710.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 605,494 shares
    Change vs previous 13F +6,314 shares

    9.1% of the 13F portfolio, value $72,247,509.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 599,180 shares
    Change vs previous 13F +6,271 shares

    9.31% of the 13F portfolio, value $72,536,765.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 592,909 shares
    Change vs previous 13F +235,934 shares

    9.28% of the 13F portfolio, value $66,684,420.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 356,975 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $33,030,925.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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