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Taylor & Morgan Wealth Management, LLC: SPSM position timeline

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

Taylor & Morgan Wealth Management, LLC held 314,362 SPSM 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 314,362 shares
    Change vs previous 13F +12,526 shares

    7.99% of the 13F portfolio, value $16,617,196.

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

  2. period ended2026-06-30
    13F 301,836 shares
    Change vs previous 13F +16,759 shares

    8.58% of the 13F portfolio, value $17,406,894.

    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 285,077 shares
    Change vs previous 13F +7,739 shares

    7.86% of the 13F portfolio, value $13,774,914.

    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 277,338 shares
    Change vs previous 13F +1,401 shares

    7.28% of the 13F portfolio, value $12,996,038.

    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 275,937 shares
    Change vs previous 13F -429 shares

    7.85% of the 13F portfolio, value $12,781,388.

    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 276,366 shares
    Change vs previous 13F +18,420 shares

    7.95% of the 13F portfolio, value $11,773,172.

    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).

  7. period ended2025-03-31
    13F 257,946 shares
    Change vs previous 13F +1,597 shares

    7.93% of the 13F portfolio, value $10,513,869.

    13F-HR 0001667731-25-000378 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).

  8. period ended2024-12-31
    13F 256,349 shares
    Change vs previous 13F not available

    8.09% of the 13F portfolio, value $11,515,212.

    13F-HR 0001667731-25-000032 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).