RMG Wealth Management LLC: SPIB position timeline

RMG Wealth Management LLC held 1,009,284 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,009,284 shares

   Change vs previous 13F +132,151 shares

   3.45% of the 13F portfolio, value $33,417,407.

   13F-HR 0001214659-26-010074 filed by RMG Wealth Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 877,133 shares

   Change vs previous 13F +877,133 shares

   3.39% of the 13F portfolio, value $29,366,413.

   13F-HR 0001214659-26-006124 filed by RMG Wealth Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -752,977 shares

   13F-HR 0001214659-26-000932 filed by RMG Wealth Management LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 752,977 shares

   Change vs previous 13F +46,806 shares

   3.6% of the 13F portfolio, value $25,603,628.

   13F-HR 0001214659-25-015612 filed by RMG Wealth Management LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 706,171 shares

   Change vs previous 13F not available

   3.63% of the 13F portfolio, value $23,596,845.

   13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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