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Disclosery

Affiance Financial, LLC: SPEM position timeline

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

Affiance Financial, LLC held 261,106 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,106 shares
    Change vs previous 13F +12,194 shares

    1.95% of the 13F portfolio, value $13,520,101.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    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 248,912 shares
    Change vs previous 13F +36,363 shares

    1.89% of the 13F portfolio, value $11,676,476.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
    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 212,549 shares
    Change vs previous 13F +16,551 shares

    1.6% of the 13F portfolio, value $9,949,433.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    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 195,998 shares
    Change vs previous 13F +11,399 shares

    1.67% of the 13F portfolio, value $9,174,666.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    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 184,599 shares
    Change vs previous 13F +23,030 shares

    1.6% of the 13F portfolio, value $7,889,761.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    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 161,569 shares
    Change vs previous 13F +5,582 shares

    1.48% of the 13F portfolio, value $6,360,972.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    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 155,987 shares
    Change vs previous 13F +9,324 shares

    1.43% of the 13F portfolio, value $5,985,221.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    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 146,663 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,054,249.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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