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StoneCrest Wealth Management, Inc.: SPMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on SPMO, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 101,696 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,696 shares
    Change vs previous 13F +9,146 shares

    5.25% of the 13F portfolio, value $16,427,972.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, 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 92,550 shares
    Change vs previous 13F +1,346 shares

    4.39% of the 13F portfolio, value $10,375,781.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, 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 91,204 shares
    Change vs previous 13F +6,476 shares

    4.39% of the 13F portfolio, value $10,882,461.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, 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 84,728 shares
    Change vs previous 13F +17,301 shares

    4.49% of the 13F portfolio, value $10,257,172.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, 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 67,427 shares
    Change vs previous 13F +5,227 shares

    3.61% of the 13F portfolio, value $7,583,515.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, 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 62,200 shares
    Change vs previous 13F +495 shares

    3.66% of the 13F portfolio, value $5,755,366.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, 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 61,705 shares
    Change vs previous 13F +3,419 shares

    3.83% of the 13F portfolio, value $5,862,592.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, 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 58,286 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $5,283,043.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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