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Broadview Financial Management, LLC: SPEM position timeline

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

Broadview Financial Management, LLC held 15,563 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,563 shares
    Change vs previous 13F -407 shares

    0.49% of the 13F portfolio, value $805,865.

    13F-HR 0001697024-26-000003 filed by Broadview Financial 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 15,970 shares
    Change vs previous 13F -156 shares

    0.51% of the 13F portfolio, value $749,174.

    13F-HR 0001697024-26-000002 filed by Broadview Financial 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 16,126 shares
    Change vs previous 13F +192 shares

    0.51% of the 13F portfolio, value $754,843.

    13F-HR 0001697024-26-000001 filed by Broadview Financial 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 ended2025-09-30
    13F 15,934 shares
    Change vs previous 13F -163 shares

    0.5% of the 13F portfolio, value $745,880.

    13F-HR 0001697024-25-000006 filed by Broadview Financial 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 ended2025-06-30
    13F 16,097 shares
    Change vs previous 13F +119 shares

    0.47% of the 13F portfolio, value $687,982.

    13F-HR 0001697024-25-000004 filed by Broadview Financial 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 ended2025-03-31
    13F 15,978 shares
    Change vs previous 13F +315 shares

    0.47% of the 13F portfolio, value $629,056.

    13F-HR 0001697024-25-000002 filed by Broadview Financial 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 ended2024-12-31
    13F 15,663 shares
    Change vs previous 13F -11,340 shares

    0.43% of the 13F portfolio, value $600,991.

    13F-HR 0001697024-25-000001 filed by Broadview Financial 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 ended2024-09-30
    13F 27,003 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,114,676.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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