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Disclosery

Clear Retirement Advice LLC: SPEM position timeline

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

Clear Retirement Advice LLC held 7,412 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,412 shares
    Change vs previous 13F -45 shares

    0.26% of the 13F portfolio, value $383,793.

    13F-HR 0002112984-26-000003 filed by Clear Retirement Advice 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 7,457 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $349,808.

    13F-HR 0002112984-26-000002 filed by Clear Retirement Advice 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 7,457 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $366,288.

    13F-HR 0002112984-26-000001 filed by Clear Retirement Advice LLC
    Filed (acceptance time not in the bulk data set), ingested

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