B.O.S.S. Retirement Advisors, LLC: SCEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on SCEP, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 117,014 SCEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 117,014 shares
Change vs previous 13F -8,318 shares
0.79% of the 13F portfolio, value $2,925,350.
13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 125,332 shares
Change vs previous 13F not available
0.9% of the 13F portfolio, value $2,954,188.
13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).