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Disclosery

Fiduciary Alliance LLC: SPEM position timeline

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

Fiduciary Alliance LLC held 135,874 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 135,874 shares
    Change vs previous 13F -2,864 shares

    0.53% of the 13F portfolio, value $7,032,851.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 138,738 shares
    Change vs previous 13F -17,443 shares

    0.49% of the 13F portfolio, value $7,183,862.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 156,181 shares
    Change vs previous 13F -12,083 shares

    0.48% of the 13F portfolio, value $7,879,338.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 168,264 shares
    Change vs previous 13F +16,950 shares

    0.51% of the 13F portfolio, value $7,876,444.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 151,314 shares
    Change vs previous 13F +2,014 shares

    0.47% of the 13F portfolio, value $7,082,989.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 149,300 shares
    Change vs previous 13F -3,786 shares

    0.48% of the 13F portfolio, value $6,381,065.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 153,086 shares
    Change vs previous 13F +1,034 shares

    0.59% of the 13F portfolio, value $6,027,006.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 152,052 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,834,227.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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