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Boston Standard Wealth Management, LLC: SPEM position timeline

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

Boston Standard Wealth Management, LLC held 74,904 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,904 shares
    Change vs previous 13F +2,069 shares

    0.56% of the 13F portfolio, value $3,877,038.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,835 shares
    Change vs previous 13F +1,026 shares

    0.54% of the 13F portfolio, value $3,752,645.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 ended2026-03-31
    13F 71,809 shares
    Change vs previous 13F -1,619 shares

    0.55% of the 13F portfolio, value $3,383,660.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 73,428 shares
    Change vs previous 13F +36 shares

    0.57% of the 13F portfolio, value $3,437,184.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 73,392 shares
    Change vs previous 13F +5 shares

    0.58% of the 13F portfolio, value $3,435,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 73,387 shares
    Change vs previous 13F +1,880 shares

    0.57% of the 13F portfolio, value $3,137,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 71,507 shares
    Change vs previous 13F -3,032 shares

    0.59% of the 13F portfolio, value $2,694,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 74,539 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,860,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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