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Certified Advisory Corp: SPEM position timeline

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

Certified Advisory Corp held 20,910 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,910 shares
    Change vs previous 13F -2,675 shares

    0.09% of the 13F portfolio, value $1,082,741.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 23,585 shares
    Change vs previous 13F -2,594 shares

    0.1% of the 13F portfolio, value $1,106,351.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 26,179 shares
    Change vs previous 13F -123 shares

    0.11% of the 13F portfolio, value $1,225,422.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 26,302 shares
    Change vs previous 13F -284 shares

    0.12% of the 13F portfolio, value $1,231,211.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 26,586 shares
    Change vs previous 13F +12,963 shares

    0.12% of the 13F portfolio, value $1,136,284.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 13,623 shares
    Change vs previous 13F +228 shares

    0.06% of the 13F portfolio, value $536,347.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 13,395 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $513,975.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 13,495 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $557,071.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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