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TSA Wealth Managment LLC: SPMO position timeline

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

TSA Wealth Managment LLC held 39,964 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,964 shares
    Change vs previous 13F -9,825 shares

    1.83% of the 13F portfolio, value $6,455,785.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 49,789 shares
    Change vs previous 13F +3,966 shares

    1.8% of the 13F portfolio, value $5,581,845.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 45,823 shares
    Change vs previous 13F +17,896 shares

    1.81% of the 13F portfolio, value $5,467,600.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 27,927 shares
    Change vs previous 13F -907 shares

    1.15% of the 13F portfolio, value $3,380,843.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 28,834 shares
    Change vs previous 13F -542 shares

    1.18% of the 13F portfolio, value $3,242,960.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 29,376 shares
    Change vs previous 13F -3,498 shares

    1.08% of the 13F portfolio, value $2,718,161.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 32,874 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,123,359.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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