Skip to content
Disclosery

Great Point Wealth Advisors, LLC: SPEM position timeline

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

Great Point Wealth Advisors, LLC held 86,911 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 86,911 shares
    Change vs previous 13F -4,891 shares

    0.73% of the 13F portfolio, value $4,500,249.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 91,802 shares
    Change vs previous 13F -872 shares

    0.8% of the 13F portfolio, value $4,306,450.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 92,674 shares
    Change vs previous 13F -220 shares

    0.79% of the 13F portfolio, value $4,338,088.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 92,894 shares
    Change vs previous 13F -9,348 shares

    0.82% of the 13F portfolio, value $4,348,370.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 102,242 shares
    Change vs previous 13F -458 shares

    0.87% of the 13F portfolio, value $4,025,260.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 102,700 shares
    Change vs previous 13F -713 shares

    0.86% of the 13F portfolio, value $3,940,592.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 103,413 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $4,268,873.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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