VANCE WEALTH, LLC: SPMB position timeline

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

VANCE WEALTH, LLC held 0 SPMB shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -10,149 shares
13F-HR 0001951757-25-001441 filed by VANCE WEALTH, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 10,149 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $224,293.
13F-HR 0001951757-25-001086 filed by VANCE WEALTH, LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).