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Disclosery

BWM Planning, LLC: SPXE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BWM Planning, LLC on SPXE, newest first. How the timeline and the estimate are built.

BWM Planning, LLC held 139,194 SPXE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,194 shares
    Change vs previous 13F 0 shares

    2.6% of the 13F portfolio, value $11,232,477.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $9,673,907.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F 0 shares

    2.75% of the 13F portfolio, value $10,283,758.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F 0 shares

    2.99% of the 13F portfolio, value $10,044,581.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F 0 shares

    3.21% of the 13F portfolio, value $9,310,346.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F 0 shares

    3.54% of the 13F portfolio, value $8,367,194.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F 0 shares

    3.83% of the 13F portfolio, value $8,806,366.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 139,194 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $8,610,798.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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