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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Vertrix 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)
21,972
Value
$4.91M
% of portfolio
1.7%
Quarters held
2
Since Q1 2026
Holdings of SPG by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,972$4.91M1.7%−1,363−5.8%ReducedHolders
Q1 202623,335$4.35M1.6%–No prior filingHolders