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WMG Financial Advisors, LLC: SPMO position timeline

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

WMG Financial Advisors, LLC held 45,920 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,920 shares
    Change vs previous 13F +4,947 shares

    2.8% of the 13F portfolio, value $7,417,970.

    13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, 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 40,973 shares
    Change vs previous 13F +24,868 shares

    1.92% of the 13F portfolio, value $4,593,512.

    13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, 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 16,105 shares
    Change vs previous 13F -20 shares

    0.79% of the 13F portfolio, value $1,921,678.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, 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 16,125 shares
    Change vs previous 13F +11,729 shares

    0.65% of the 13F portfolio, value $1,952,132.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, 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 4,396 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $494,418.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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