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SAGESPRING WEALTH PARTNERS, LLC: SPMO position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 11,895 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,895 shares
    Change vs previous 13F +1,543 shares

    0.03% of the 13F portfolio, value $1,921,449.

    13F-HR 0002056425-26-000006 filed by SAGESPRING 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 10,352 shares
    Change vs previous 13F +235 shares

    0.02% of the 13F portfolio, value $1,160,585.

    13F-HR 0002056425-26-000002 filed by SAGESPRING 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 10,117 shares
    Change vs previous 13F -20,484 shares

    0.02% of the 13F portfolio, value $1,207,117.

    13F-HR 0002056425-26-000001 filed by SAGESPRING 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 30,601 shares
    Change vs previous 13F +3,381 shares

    0.07% of the 13F portfolio, value $3,704,581.

    13F-HR 0002056425-25-000006 filed by SAGESPRING 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 27,220 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,061,409.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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