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Disclosery

THEORY FINANCIAL LLC: SPMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on SPMO, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 13,395 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,395 shares
    Change vs previous 13F -4,861 shares

    0.68% of the 13F portfolio, value $2,163,748.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 18,256 shares
    Change vs previous 13F -130 shares

    0.72% of the 13F portfolio, value $2,046,698.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 18,386 shares
    Change vs previous 13F +7,737 shares

    0.74% of the 13F portfolio, value $2,184,844.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,649 shares
    Change vs previous 13F -785 shares

    0.46% of the 13F portfolio, value $1,291,035.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,434 shares
    Change vs previous 13F +85 shares

    0.5% of the 13F portfolio, value $1,322,838.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,349 shares
    Change vs previous 13F +207 shares

    0.44% of the 13F portfolio, value $1,050,123.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL LLC
    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 11,142 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,058,601.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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