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SIMA Wealth Partners, LLC: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMA Wealth Partners, LLC on SPMD, newest first. How the timeline and the estimate are built.

SIMA Wealth Partners, LLC held 40,008 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,008 shares
    Change vs previous 13F +1,652 shares

    1.92% of the 13F portfolio, value $2,702,922.

    13F-HR 0002135539-26-000011 filed by SIMA 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 38,356 shares
    Change vs previous 13F +810 shares

    1.73% of the 13F portfolio, value $2,271,426.

    13F-HR 0002135539-26-000001 filed by SIMA 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 37,546 shares
    Change vs previous 13F +5,508 shares

    1.65% of the 13F portfolio, value $2,174,281.

    13F-HR 0002135539-26-000003 filed by SIMA 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 32,038 shares
    Change vs previous 13F +864 shares

    1.4% of the 13F portfolio, value $1,832,241.

    13F-HR 0002135539-26-000004 filed by SIMA 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 31,174 shares
    Change vs previous 13F -10,021 shares

    1.37% of the 13F portfolio, value $1,695,243.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 41,195 shares
    Change vs previous 13F -392 shares

    1.75% of the 13F portfolio, value $2,108,367.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 41,587 shares
    Change vs previous 13F +270 shares

    1.93% of the 13F portfolio, value $2,274,400.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 41,317 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,259,215.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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