TWIN PEAKS WEALTH ADVISORS, LLC
Position in SPG — Simon Property Group Inc.
CIK 2006218
BURLINGAME, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$231,925
+$36,069 QoQ
Shares Held
1,037
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,032
of 1,353 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $231,925 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,037 | $231,925 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,925 | 1,037 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $195,856 | 1,050 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $192,514 | 1,040 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $153,525 | 955 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||