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Savvy Advisors, Inc.: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on SPMD, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 14,261 SPMD 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 14,261 shares
    Change vs previous 13F +4,752 shares

    0.02% of the 13F portfolio, value $963,446.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 9,509 shares
    Change vs previous 13F +5,189 shares

    0.02% of the 13F portfolio, value $563,108.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 4,320 shares
    Change vs previous 13F -4,109 shares

    0.01% of the 13F portfolio, value $250,187.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 8,429 shares
    Change vs previous 13F +4,397 shares

    0.02% of the 13F portfolio, value $482,077.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 4,032 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $219,247.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 4,481 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $229,350.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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