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Advisory Resource Group: SPEM position timeline

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

Advisory Resource Group held 10,790 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,790 shares
    Change vs previous 13F -40,273 shares

    0.08% of the 13F portfolio, value $558,706.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 51,063 shares
    Change vs previous 13F +3,490 shares

    0.41% of the 13F portfolio, value $2,395,365.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 47,573 shares
    Change vs previous 13F +2,191 shares

    0.39% of the 13F portfolio, value $2,226,892.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,382 shares
    Change vs previous 13F -14,782 shares

    0.38% of the 13F portfolio, value $2,124,331.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 60,164 shares
    Change vs previous 13F -1,214 shares

    0.49% of the 13F portfolio, value $2,571,409.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 61,378 shares
    Change vs previous 13F -5,274 shares

    0.49% of the 13F portfolio, value $2,416,452.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,652 shares
    Change vs previous 13F +6,439 shares

    0.54% of the 13F portfolio, value $2,557,437.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 60,213 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,485,593.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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