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Spectrum Wealth Advisory Group, LLC: MFSI position timeline

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

Spectrum Wealth Advisory Group, LLC held 592,436 MFSI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 592,436 shares
    Change vs previous 13F +212,801 shares

    5.48% of the 13F portfolio, value $19,242,302.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory Group, 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 379,635 shares
    Change vs previous 13F +59,897 shares

    4.2% of the 13F portfolio, value $11,282,735.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory Group, 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 319,738 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $9,736,035.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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