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Disclosery

FORBES J M & CO LLP: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on SPEM, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 289,824 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,824 shares
    Change vs previous 13F -2,049 shares

    1.18% of the 13F portfolio, value $15,007,087.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 291,873 shares
    Change vs previous 13F +4,760 shares

    1.16% of the 13F portfolio, value $13,691,762.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 287,113 shares
    Change vs previous 13F +4,975 shares

    1.09% of the 13F portfolio, value $13,439,760.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 282,138 shares
    Change vs previous 13F +3,492 shares

    1.1% of the 13F portfolio, value $13,206,880.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 278,646 shares
    Change vs previous 13F +264 shares

    1.09% of the 13F portfolio, value $11,909,330.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 278,382 shares
    Change vs previous 13F +13,229 shares

    1.06% of the 13F portfolio, value $10,959,899.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 265,153 shares
    Change vs previous 13F +1,728 shares

    0.98% of the 13F portfolio, value $10,173,921.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 263,425 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,874,184.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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