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Roger Wittlin Investment Advisory, LLC: SPMO position timeline

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

Roger Wittlin Investment Advisory, LLC held 12,687 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,687 shares
    Change vs previous 13F +7,136 shares

    1.61% of the 13F portfolio, value $2,049,537.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 5,551 shares
    Change vs previous 13F -1,638 shares

    0.51% of the 13F portfolio, value $622,367.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 7,189 shares
    Change vs previous 13F -3,631 shares

    0.6% of the 13F portfolio, value $857,744.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 10,820 shares
    Change vs previous 13F -2,352 shares

    0.73% of the 13F portfolio, value $1,309,848.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 13,172 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,481,424.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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