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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

  1. period ended2026-06-30
    13F 22,314 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 21,840 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 19,750 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 18,635 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 18,513 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 16,241 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,907 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 14,601 shares
    Change 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), ingested

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