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Disclosery

WJ Wealth Management, LLC: SPMO position timeline

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

WJ Wealth Management, LLC held 62,905 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,905 shares
    Change vs previous 13F -4,174 shares

    4.01% of the 13F portfolio, value $10,161,621.

    13F-HR 0001801674-26-000004 filed by WJ Wealth Management, 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 67,079 shares
    Change vs previous 13F -5,698 shares

    3.52% of the 13F portfolio, value $7,520,229.

    13F-HR 0001801674-26-000002 filed by WJ Wealth Management, 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 72,777 shares
    Change vs previous 13F +1,107 shares

    3.8% of the 13F portfolio, value $8,683,748.

    13F-HR 0001801674-26-000001 filed by WJ Wealth Management, 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/A 71,670 shares
    Change vs previous 13F -6,572 shares

    3.83% of the 13F portfolio, value $8,722,239.

    13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, 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 78,242 shares
    Change vs previous 13F -10,437 shares

    2.78% of the 13F portfolio, value $8,799,902.

    13F-HR 0001085146-25-004209 filed by WJ Wealth Management, 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 88,679 shares
    Change vs previous 13F +31,407 shares

    2.9% of the 13F portfolio, value $8,205,474.

    13F-HR 0001085146-25-002322 filed by WJ Wealth Management, 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 57,272 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $5,441,395.

    13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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