SFG Wealth Management, LLC.: SPSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on SPSM, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 22,314 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 22,314 sharesChange vs previous 13F +474 shares
0.46% of the 13F portfolio, value $1,286,850.
13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,840 sharesChange vs previous 13F +2,090 shares
0.43% of the 13F portfolio, value $1,055,300.
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,750 sharesChange vs previous 13F +1,115 shares
0.36% of the 13F portfolio, value $925,473.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,635 sharesChange vs previous 13F +122 shares
0.37% of the 13F portfolio, value $863,187.
13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,513 sharesChange vs previous 13F +2,272 shares
0.48% of the 13F portfolio, value $788,666.
13F-HR 0001085146-25-004187 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,241 sharesChange vs previous 13F +334 shares
0.32% of the 13F portfolio, value $661,962.
13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,907 sharesChange vs previous 13F +1,306 shares
0.37% of the 13F portfolio, value $714,534.
13F-HR 0001085146-25-000281 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,601 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $664,482.
13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).