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ERn Financial, LLC: SPEM position timeline

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

ERn Financial, LLC held 269,872 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 269,872 shares
    Change vs previous 13F +3,793 shares

    2.31% of the 13F portfolio, value $13,973,973.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 266,079 shares
    Change vs previous 13F -4,734 shares

    2.35% of the 13F portfolio, value $12,481,768.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 270,813 shares
    Change vs previous 13F -2,501 shares

    2.38% of the 13F portfolio, value $12,676,739.

    13F-HR 0001768302-26-000001 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 273,314 shares
    Change vs previous 13F -41,923 shares

    2.53% of the 13F portfolio, value $12,793,825.

    13F-HR 0001768302-25-000007 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 315,237 shares
    Change vs previous 13F -48,538 shares

    2.84% of the 13F portfolio, value $13,473,226.

    13F-HR 0001768302-25-000004 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 363,775 shares
    Change vs previous 13F -29,957 shares

    2.26% of the 13F portfolio, value $14,321,836.

    13F-HR 0001768302-25-000003 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 393,732 shares
    Change vs previous 13F +1,147 shares

    2.27% of the 13F portfolio, value $15,107,514.

    13F-HR 0001768302-25-000001 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 392,585 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $16,205,919.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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