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Activest Wealth Management

SEC CIK
0001883134
Latest filing
Jul 16, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Activest Wealth Management, 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)
277
Value
$62.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of SPG by Activest Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026277$62.0K<0.1%−983−78.0%ReducedHolders
Q1 20261,260$235.0K<0.1%+313+33.1%AddedHolders
Q4 2025947$175.3K<0.1%−232−19.7%ReducedHolders
Q3 20251,179$221.3K<0.1%+26+2.3%AddedHolders
Q2 20251,153$185.4K<0.1%−7−0.6%ReducedHolders
Q1 20251,160$192.7K0.1%−115−9.0%ReducedHolders
Q4 20241,275$219.6K0.1%−15−1.2%ReducedHolders
Q3 20241,290$218.0K0.1%+215+20.0%AddedHolders
Q2 20241,075$163.2K0.1%+920+593.5%AddedHolders
Q1 2024155$24.3K<0.1%+155NewHolders
Q3 20230$00.0%−1,047−100.0%Sold outHolders
Q2 20231,047$93.8K0.1%+662+171.9%AddedHolders
Q1 2023385$43.0K<0.1%+385NewHolders
Q3 20220$00.0%−1,005−100.0%Sold outHolders
Q2 20221,005$95.0K0.1%00.0%UnchangedHolders
Q1 20221,005$132.0K0.1%00.0%UnchangedHolders
Q4 20211,005$161.0K0.1%00.0%UnchangedHolders
Q3 20211,005$131.0K0.1%00.0%UnchangedHolders
Q2 20211,005$131.0K0.1%00.0%UnchangedHolders
Q1 20211,005$114.0K0.1%––Holders

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