Skip to content
Disclosery

Higgins & Schmidt Wealth Strategies LLC: SPEM position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 53,774 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,774 shares
    Change vs previous 13F -315 shares

    1.15% of the 13F portfolio, value $2,784,415.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 54,089 shares
    Change vs previous 13F -2,002 shares

    1.16% of the 13F portfolio, value $2,537,332.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 56,091 shares
    Change vs previous 13F -224 shares

    1.24% of the 13F portfolio, value $2,625,637.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 56,315 shares
    Change vs previous 13F -328 shares

    1.33% of the 13F portfolio, value $2,636,112.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 56,643 shares
    Change vs previous 13F -1,212 shares

    1.34% of the 13F portfolio, value $2,420,928.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 57,855 shares
    Change vs previous 13F -2,470 shares

    1.35% of the 13F portfolio, value $2,277,762.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 60,325 shares
    Change vs previous 13F -83,203 shares

    1.44% of the 13F portfolio, value $2,314,681.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 143,528 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $5,924,841.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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