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Warren Street Wealth Advisors, LLC: SPMD position timeline

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

Warren Street Wealth Advisors, LLC held 172,640 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,640 shares
    Change vs previous 13F +3,998 shares

    2.63% of the 13F portfolio, value $11,663,571.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, 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 168,642 shares
    Change vs previous 13F -3,497 shares

    2.55% of the 13F portfolio, value $9,987,003.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth Advisors, 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 172,139 shares
    Change vs previous 13F +2,199 shares

    2.86% of the 13F portfolio, value $9,968,581.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth Advisors, 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 169,940 shares
    Change vs previous 13F +24,272 shares

    2.91% of the 13F portfolio, value $9,718,853.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, 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 145,668 shares
    Change vs previous 13F +12,936 shares

    2.63% of the 13F portfolio, value $7,921,434.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, 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 132,732 shares
    Change vs previous 13F +6,290 shares

    2.66% of the 13F portfolio, value $6,793,230.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 126,442 shares
    Change vs previous 13F +3,714 shares

    2.84% of the 13F portfolio, value $6,915,120.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 122,728 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $6,710,745.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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