Skip to content
Disclosery

Aureum Wealth Management, LLC: SPIB position timeline

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

Aureum Wealth Management, LLC held 126,529 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,529 shares
    Change vs previous 13F +6,159 shares

    2.62% of the 13F portfolio, value $4,233,660.

    13F-HR 0002093444-26-000003 filed by Aureum Wealth Management, 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 120,370 shares
    Change vs previous 13F +37,117 shares

    2.81% of the 13F portfolio, value $4,037,210.

    13F-HR 0002093444-26-000002 filed by Aureum Wealth Management, 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 83,253 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $2,814,784.

    13F-HR 0002093444-26-000001 filed by Aureum Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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