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Disclosery

Echo Wealth Management, LLC: SPEM position timeline

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

Echo Wealth Management, LLC held 0 SPEM shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -59,221 shares

    13F-HR 0001398344-26-006803 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 59,221 shares
    Change vs previous 13F -2,611 shares

    1.62% of the 13F portfolio, value $2,772,135.

    13F-HR 0001398344-26-001002 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 61,832 shares
    Change vs previous 13F +242 shares

    1.69% of the 13F portfolio, value $2,894,356.

    13F-HR 0001398344-25-019534 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 61,590 shares
    Change vs previous 13F +2,036 shares

    1.61% of the 13F portfolio, value $2,632,357.

    13F-HR 0001398344-25-013461 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 59,554 shares
    Change vs previous 13F -3,126 shares

    1.58% of the 13F portfolio, value $2,344,641.

    13F-HR 0001398344-25-007422 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 62,680 shares
    Change vs previous 13F +1,276 shares

    1.66% of the 13F portfolio, value $2,405,049.

    13F-HR 0001398344-25-000865 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 61,404 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,532,928.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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