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Taylor & Morgan Wealth Management, LLC: SPMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on SPMD, newest first. How the timeline and the estimate are built.

Taylor & Morgan Wealth Management, LLC held 11,401 SPMD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,401 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $718,719.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,401 shares
    Change vs previous 13F -836 shares

    0.38% of the 13F portfolio, value $770,252.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,237 shares
    Change vs previous 13F -1,237 shares

    0.41% of the 13F portfolio, value $724,675.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,474 shares
    Change vs previous 13F +1,749 shares

    0.44% of the 13F portfolio, value $780,279.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,725 shares
    Change vs previous 13F +4,067 shares

    0.41% of the 13F portfolio, value $670,553.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,658 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $416,442.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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