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Disclosery

Carroll Advisory Group, LLC: SPEM position timeline

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

Carroll Advisory Group, LLC held 8,994 SPEM 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 8,994 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $465,733.

    13F-HR 0002108684-26-000004 filed by Carroll Advisory Group, 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 9,004 shares
    Change vs previous 13F -1,626 shares

    0.16% of the 13F portfolio, value $422,390.

    13F-HR 0002108684-26-000002 filed by Carroll Advisory Group, 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 10,630 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $497,602.

    13F-HR 0002108684-26-000001 filed by Carroll Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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