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Delta Wealth Advisors LLC: SPEM position timeline

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

Delta Wealth Advisors LLC held 156,274 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 156,274 shares
    Change vs previous 13F +2,290 shares

    5.56% of the 13F portfolio, value $8,088,735.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 153,984 shares
    Change vs previous 13F +19,078 shares

    5.7% of the 13F portfolio, value $7,973,287.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 134,906 shares
    Change vs previous 13F +10,119 shares

    4.82% of the 13F portfolio, value $6,328,443.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 124,787 shares
    Change vs previous 13F +4,197 shares

    4.89% of the 13F portfolio, value $5,841,279.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 120,590 shares
    Change vs previous 13F +2,997 shares

    4.42% of the 13F portfolio, value $5,644,818.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 117,593 shares
    Change vs previous 13F -2,504 shares

    4.21% of the 13F portfolio, value $5,025,925.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 120,097 shares
    Change vs previous 13F +9,570 shares

    4.29% of the 13F portfolio, value $4,728,219.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 110,527 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $4,240,921.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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