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Annapolis Financial Services, LLC: SPEM position timeline

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

Annapolis Financial Services, LLC held 37,571 SPEM shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 37,571 shares
    Change vs previous 13F -442 shares

    0.46% of the 13F portfolio, value $1,550,936.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 38,013 shares
    Change vs previous 13F -59 shares

    0.46% of the 13F portfolio, value $1,431,936.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 38,072 shares
    Change vs previous 13F +145 shares

    0.45% of the 13F portfolio, value $1,377,840.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 37,927 shares
    Change vs previous 13F -27,150 shares

    0.34% of the 13F portfolio, value $1,342,979.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 65,077 shares
    Change vs previous 13F -2,992 shares

    0.63% of the 13F portfolio, value $2,184,630.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 68,069 shares
    Change vs previous 13F +122 shares

    0.67% of the 13F portfolio, value $2,340,207.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 67,947 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,319,038.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 67,947 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,239,540.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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