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HILLTOP WEALTH ADVISORS, LLC: SPEM position timeline

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

HILLTOP WEALTH ADVISORS, LLC held 21,910 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,910 shares
    Change vs previous 13F +410 shares

    0.57% of the 13F portfolio, value $1,134,500.

    13F-HR 0002085853-26-000997 filed by HILLTOP 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 21,500 shares
    Change vs previous 13F +6,818 shares

    0.6% of the 13F portfolio, value $1,008,565.

    13F-HR 0001786241-26-000003 filed by HILLTOP 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 14,682 shares
    Change vs previous 13F -196 shares

    0.35% of the 13F portfolio, value $687,264.

    13F-HR 0001786241-26-000001 filed by HILLTOP 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 14,878 shares
    Change vs previous 13F +9 shares

    0.36% of the 13F portfolio, value $696,439.

    13F-HR 0001786241-25-000008 filed by HILLTOP 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 ended2025-06-30
    13F 14,869 shares
    Change vs previous 13F -340 shares

    0.36% of the 13F portfolio, value $635,501.

    13F-HR 0001786241-25-000005 filed by HILLTOP 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 ended2025-03-31
    13F 15,209 shares
    Change vs previous 13F -1,076 shares

    0.34% of the 13F portfolio, value $598,778.

    13F-HR 0001786241-25-000004 filed by HILLTOP 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 ended2024-12-31
    13F 16,285 shares
    Change vs previous 13F -916 shares

    0.32% of the 13F portfolio, value $624,855.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, 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 17,201 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $710,057.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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