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Livermore
Livermore
ZHEN

Future Financial Wealth Managment LLC

SEC CIK
0001801892
Latest filing
Jul 24, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Future Financial Wealth Managment 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)
4,023
Value
$905.9K
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of SPG by Future Financial Wealth Managment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,023$905.9K0.6%+6+0.1%AddedHolders
Q1 20264,017$809.9K0.5%−68−1.7%ReducedHolders
Q4 20254,085$753.0K0.5%+6+0.1%AddedHolders
Q3 20254,079$765.5K0.5%+7+0.2%AddedHolders
Q2 20254,072$654.7K0.4%+7+0.2%AddedHolders
Q1 20254,065$675.2K0.5%+36+0.9%AddedHolders
Q4 20244,029$693.8K0.5%−193−4.6%ReducedHolders
Q3 20244,222$713.6K0.5%−1,994−32.1%ReducedHolders
Q2 20246,216$943.6K0.8%−506−7.5%ReducedHolders
Q1 20246,722$1.05M0.8%−84−1.2%ReducedHolders
Q4 20236,806$970.8K1.0%+1,145+20.2%AddedHolders
Q3 20235,661$611.6K0.7%+205+3.8%AddedHolders
Q2 20235,456$630.1K0.7%+7+0.1%AddedHolders
Q1 20235,449$612.6K0.7%−1,489−21.5%ReducedHolders
Q4 20226,938$815.1K0.9%+327+4.9%AddedHolders
Q3 20226,611$628.0K0.7%+94+1.4%AddedHolders
Q2 20226,517$857.0K0.8%00.0%UnchangedHolders
Q1 20226,517$857.0K0.7%00.0%UnchangedHolders
Q4 20216,517$1.04M0.8%−840−11.4%ReducedHolders
Q3 20217,357$960.0K1.0%00.0%UnchangedHolders
Q2 20217,357$960.0K1.0%+30.0%AddedHolders
Q1 20217,354$837.0K1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.