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Spectrum Planning & Advisory Services Inc.: SPMB position timeline

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

Spectrum Planning & Advisory Services Inc. held 142,862 SPMB 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 142,862 shares
    Change vs previous 13F +14,438 shares

    1.43% of the 13F portfolio, value $3,187,249.

    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 128,424 shares
    Change vs previous 13F +5,145 shares

    1.42% of the 13F portfolio, value $2,875,421.

    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 123,279 shares
    Change vs previous 13F -1,231 shares

    1.42% of the 13F portfolio, value $2,763,302.

    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 124,510 shares
    Change vs previous 13F +2,232 shares

    1.58% of the 13F portfolio, value $2,793,995.

    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 122,278 shares
    Change vs previous 13F -18,769 shares

    1.75% of the 13F portfolio, value $2,702,343.

    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 141,047 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $3,110,086.

    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).