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Spectrum Planning & Advisory Services Inc.: SPMO position timeline

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

Spectrum Planning & Advisory Services Inc. held 23,763 SPMO 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 23,763 shares
    Change vs previous 13F -9,952 shares

    1.72% of the 13F portfolio, value $3,838,662.

    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 33,715 shares
    Change vs previous 13F +2,094 shares

    1.87% of the 13F portfolio, value $3,779,766.

    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 31,621 shares
    Change vs previous 13F +11,591 shares

    1.94% of the 13F portfolio, value $3,773,063.

    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 20,030 shares
    Change vs previous 13F +646 shares

    1.37% of the 13F portfolio, value $2,424,866.

    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 19,384 shares
    Change vs previous 13F -2,188 shares

    1.41% of the 13F portfolio, value $2,180,169.

    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 21,572 shares
    Change vs previous 13F +5,793 shares

    1.66% of the 13F portfolio, value $1,996,059.

    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 15,779 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,499,163.

    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).