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Spectrum Planning & Advisory Services Inc.: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on MBB, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 7,091 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,091 shares
    Change vs previous 13F +252 shares

    0.3% of the 13F portfolio, value $670,216.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 6,839 shares
    Change vs previous 13F -505 shares

    0.32% of the 13F portfolio, value $649,340.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 7,344 shares
    Change vs previous 13F +23 shares

    0.36% of the 13F portfolio, value $699,341.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 7,321 shares
    Change vs previous 13F -673 shares

    0.39% of the 13F portfolio, value $696,612.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 7,994 shares
    Change vs previous 13F -3,159 shares

    0.49% of the 13F portfolio, value $750,563.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 11,153 shares
    Change vs previous 13F -26,683 shares

    0.87% of the 13F portfolio, value $1,045,963.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    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 37,836 shares
    Change vs previous 13F +14,471 shares

    3.01% of the 13F portfolio, value $3,468,832.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 23,365 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,238,599.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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