Whitaker-Myers Wealth Managers, LTD.: SPMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on SPMO, newest first. How the timeline and the estimate are built.
Whitaker-Myers Wealth Managers, LTD. held 250,052 SPMO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 250,052 sharesChange vs previous 13F +29,282 shares
6.17% of the 13F portfolio, value $37,902,863.
13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
Accepted , ingested - period ended2026-06-3013F 220,770 sharesChange vs previous 13F +7,898 shares
5.96% of the 13F portfolio, value $35,663,207.
13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 212,872 sharesChange vs previous 13F +11,634 shares
4.76% of the 13F portfolio, value $23,865,132.
13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 201,238 sharesChange vs previous 13F -7,046 shares
5.01% of the 13F portfolio, value $24,011,732.
13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 208,284 sharesChange vs previous 13F not available
5.5% of the 13F portfolio, value $25,214,811.
13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).