SEC 13F Intelligence

Meadowbrook Wealth Management, LLC / SPG

Meadowbrook Wealth Management, LLC’s Simon Ppty Group Inc New Position

Does Meadowbrook Wealth Management, LLC own Simon Ppty Group Inc New (SPG)? Yes — 7.1K shares worth $2M (+1.71% of its 13F portfolio) as of Q2 2026, up from 5.3K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
7.1K
% of Portfolio
+1.71%
Quarters Held
4
currently held

Position History SPG

Reported value by quarter
Q3 ’25: $1MQ3 ’25Q4 ’25: $990,339Q4 ’25Q1 ’26: $997,936Q1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20267.1K$2M+1.71%
Q1 20265.3K$997,936+1.32%
Q4 20255.3K$990,339+1.13%
Q3 20255.6K$1M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meadowbrook Wealth Management, LLC’s full portfolio or all institutional holders of SPG.