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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
2,357
Value
$527.1K
% of portfolio
0.1%
Quarters held
18
Since Q3 2021
Holdings of SPG by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,357$527.1K0.1%−15−0.6%ReducedHolders
Q1 20262,372$442.4K0.1%00.0%UnchangedHolders
Q4 20252,372$439.1K0.1%00.0%UnchangedHolders
Q3 20252,372$445.2K0.1%+28+1.2%AddedHolders
Q2 20252,344$376.8K0.1%+26+1.1%AddedHolders
Q1 20252,318$385.0K0.1%+57+2.5%AddedHolders
Q4 20242,261$389.4K0.1%00.0%UnchangedHolders
Q3 20242,261$382.2K0.1%+90+4.1%AddedHolders
Q2 20242,171$329.6K0.1%00.0%UnchangedHolders
Q1 20242,171$339.7K0.1%00.0%UnchangedHolders
Q4 20232,171$309.7K0.1%00.0%UnchangedHolders
Q3 20232,171$234.5K0.1%+26+1.2%AddedHolders
Q2 20232,145$247.7K0.1%+160+8.1%AddedHolders
Q1 20231,985$222.3K0.1%+136+7.4%AddedHolders
Q4 20221,849$217.2K0.1%+1,849NewHolders
Q2 20220$00.0%−1,762−100.0%Sold outHolders
Q1 20221,762$227.0K<0.1%−276−13.5%ReducedHolders
Q4 20212,038$309.0K0.1%−13−0.6%ReducedHolders
Q3 20212,051$272.0K0.1%+2,051NewHolders