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DB Wealth Management Group, LLC

SEC CIK
0001843991
Latest filing
Jan 9, 2024

SPG holding history

Simon Property Group Inc. in every 13F filed by DB Wealth Management Group, 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 Q4 2023 holdings

Shares (Q4 2023)
100
Value
$14.3K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of SPG by DB Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023100$14.3K<0.1%00.0%UnchangedHolders
Q3 2023100$10.8K<0.1%00.0%UnchangedHolders
Q2 2023100$11.5K<0.1%00.0%UnchangedHolders
Q1 2023100$11.2K<0.1%00.0%UnchangedHolders
Q4 2022100$11.7K<0.1%+100NewHolders
Q2 20220$00.0%−100−100.0%Sold outHolders
Q1 2022100$13.0K<0.1%00.0%UnchangedHolders
Q4 2021100$16.0K<0.1%00.0%UnchangedHolders
Q3 2021100$13.0K<0.1%00.0%UnchangedHolders
Q2 2021100$13.0K<0.1%00.0%UnchangedHolders
Q1 2021100$11.0K<0.1%––Holders

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