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Disclosery

GK Wealth Management LLC: SPEM position timeline

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

GK Wealth Management LLC held 33,239 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,239 shares
    Change vs previous 13F -7,079 shares

    0.97% of the 13F portfolio, value $1,720,430.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,318 shares
    Change vs previous 13F +40,318 shares

    1.26% of the 13F portfolio, value $2,087,675.

    13F-HR 0002069222-26-000003 filed by GK 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -33,254 shares

    13F-HR 0002069222-26-000002 filed by GK 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.

  4. period ended2025-12-31
    13F 33,254 shares
    Change vs previous 13F +7,778 shares

    1.14% of the 13F portfolio, value $1,556,554.

    13F-HR 0002069222-26-000001 filed by GK 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 ended2025-09-30
    13F 25,476 shares
    Change vs previous 13F -1,559 shares

    0.89% of the 13F portfolio, value $1,192,519.

    13F-HR 0002069222-25-000001 filed by GK 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 ended2025-06-30
    13F 27,035 shares
    Change vs previous 13F +8,826 shares

    1.15% of the 13F portfolio, value $1,155,507.

    13F-HR 0001754960-25-000328 filed by GK 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 ended2025-03-31
    13F/A 18,209 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $716,889.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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