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Financial Insights, Inc.: SPEM position timeline

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

Financial Insights, Inc. held 161,493 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,493 shares
    Change vs previous 13F +24 shares

    2.2% of the 13F portfolio, value $8,362,083.

    13F-HR 0001642058-26-000005 filed by Financial Insights, Inc.
    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 161,469 shares
    Change vs previous 13F +9,500 shares

    2.45% of the 13F portfolio, value $7,574,491.

    13F-HR 0001642058-26-000004 filed by Financial Insights, Inc.
    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 151,969 shares
    Change vs previous 13F -174 shares

    2.38% of the 13F portfolio, value $7,113,649.

    13F-HR 0001085146-26-000292 filed by Financial Insights, Inc.
    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 152,143 shares
    Change vs previous 13F -2,317 shares

    2.36% of the 13F portfolio, value $7,121,802.

    13F-HR 0001085146-26-000291 filed by Financial Insights, Inc.
    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 154,460 shares
    Change vs previous 13F +1,141 shares

    2.41% of the 13F portfolio, value $6,601,610.

    13F-HR 0001085146-25-004028 filed by Financial Insights, Inc.
    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 153,319 shares
    Change vs previous 13F +1,557 shares

    2.4% of the 13F portfolio, value $6,036,182.

    13F-HR 0001085146-25-002342 filed by Financial Insights, Inc.
    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 151,762 shares
    Change vs previous 13F -25,413 shares

    2.16% of the 13F portfolio, value $5,823,121.

    13F-HR 0001085146-25-001806 filed by Financial Insights, Inc.
    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 177,175 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $7,313,799.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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