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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

  1. period ended2026-09-30
    13F 250,052 shares
    Change 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

  2. period ended2026-06-30
    13F 220,770 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 212,872 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 201,238 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 208,284 shares
    Change 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), ingested

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