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Disclosery

Timmons Wealth Management, LLC: SPTM position timeline

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

Timmons Wealth Management, LLC held 444 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 444 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $40,284.

    13F-HR 0002110045-26-000003 filed by Timmons Wealth Management, 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 487 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $38,515.

    13F-HR 0002110045-26-000002 filed by Timmons 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 ended2025-12-31
    13F 489 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $40,356.

    13F-HR 0002110045-26-000001 filed by Timmons Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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