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Aquire Wealth Advisors, LLC: SPEM position timeline

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

Aquire Wealth Advisors, LLC held 193,566 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,566 shares
    Change vs previous 13F -8,645 shares

    2.3% of the 13F portfolio, value $10,022,889.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth Advisors, 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 202,211 shares
    Change vs previous 13F -12,397 shares

    2.49% of the 13F portfolio, value $9,485,709.

    13F-HR 0001172661-26-001464 filed by Aquire Wealth Advisors, 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 214,608 shares
    Change vs previous 13F -5,831 shares

    2.61% of the 13F portfolio, value $10,045,791.

    13F-HR 0001172661-26-000032 filed by Aquire Wealth Advisors, 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 220,439 shares
    Change vs previous 13F -10,154 shares

    2.54% of the 13F portfolio, value $10,318,787.

    13F-HR 0001172661-25-004321 filed by Aquire Wealth Advisors, 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 230,593 shares
    Change vs previous 13F +134,649 shares

    2.65% of the 13F portfolio, value $9,855,536.

    13F-HR 0001172661-25-002675 filed by Aquire Wealth Advisors, 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 95,944 shares
    Change vs previous 13F -1,810 shares

    1.16% of the 13F portfolio, value $3,777,347.

    13F-HR 0001172661-25-001630 filed by Aquire Wealth Advisors, 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 97,754 shares
    Change vs previous 13F -4,137 shares

    1.16% of the 13F portfolio, value $3,750,852.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, 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 101,891 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $4,206,094.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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