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Hassell Wealth Management, LLC: SPEM position timeline

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

Hassell Wealth Management, LLC held 23,662 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,662 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,213,635.

    13F-HR 0001965270-26-000008 filed by Hassell Wealth Management, 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 23,662 shares
    Change vs previous 13F +366 shares

    0.37% of the 13F portfolio, value $1,109,994.

    13F-HR 0001965270-26-000004 filed by Hassell 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 ended2025-12-31
    13F 23,296 shares
    Change vs previous 13F +587 shares

    0.38% of the 13F portfolio, value $1,134,269.

    13F-HR 0001965270-26-000002 filed by Hassell Wealth Management, 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 22,709 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,062,992.

    13F-HR 0001965270-25-000008 filed by Hassell 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 ended2025-06-30
    13F 22,709 shares
    Change vs previous 13F +340 shares

    0.37% of the 13F portfolio, value $1,003,949.

    13F-HR 0001085146-25-004163 filed by Hassell 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 ended2025-03-31
    13F 22,369 shares
    Change vs previous 13F +334 shares

    0.36% of the 13F portfolio, value $845,787.

    13F-HR 0001085146-25-002126 filed by Hassell 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 ended2024-12-31
    13F 22,035 shares
    Change vs previous 13F +459 shares

    0.34% of the 13F portfolio, value $848,793.

    13F-HR 0001085146-25-000652 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,576 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $867,583.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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