Skip to content
Disclosery

4WEALTH ADVISORS, INC.: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on SPEM, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 11,456 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,456 shares
    Change vs previous 13F +1,001 shares

    0.41% of the 13F portfolio, value $595,734.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,455 shares
    Change vs previous 13F -62 shares

    0.41% of the 13F portfolio, value $536,575.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,517 shares
    Change vs previous 13F +58 shares

    0.41% of the 13F portfolio, value $478,199.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 10,459 shares
    Change vs previous 13F +370 shares

    0.42% of the 13F portfolio, value $489,576.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 10,089 shares
    Change vs previous 13F -338 shares

    0.44% of the 13F portfolio, value $472,248.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 10,427 shares
    Change vs previous 13F +824 shares

    0.46% of the 13F portfolio, value $445,634.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,603 shares
    Change vs previous 13F +905 shares

    0.42% of the 13F portfolio, value $378,086.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,698 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $333,757.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).