Skip to content

Wealth Management Associates, Inc.: SPMO position timeline

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

Wealth Management Associates, Inc. held 2,652 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,652 shares
    Change vs previous 13F -7,429 shares

    0.12% of the 13F portfolio, value $428,404.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, 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 10,081 shares
    Change vs previous 13F -1,496 shares

    0.39% of the 13F portfolio, value $1,130,200.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, 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 11,577 shares
    Change vs previous 13F +194 shares

    0.48% of the 13F portfolio, value $1,381,422.

    13F-HR 0001214659-26-000620 filed by Wealth Management Associates, 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 11,383 shares
    Change vs previous 13F -94 shares

    0.49% of the 13F portfolio, value $1,378,010.

    13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
    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 11,477 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,290,871.

    13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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