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Disclosery

WBH ADVISORY INC: SPMO position timeline

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

WBH ADVISORY INC held 8,714 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,714 shares
    Change vs previous 13F +682 shares

    0.09% of the 13F portfolio, value $1,407,712.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 8,032 shares
    Change vs previous 13F +1,594 shares

    0.07% of the 13F portfolio, value $919,719.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 6,438 shares
    Change vs previous 13F +498 shares

    0.06% of the 13F portfolio, value $768,186.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 5,940 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $719,075.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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