Householder Group Estate & Retirement Specialist, LLC: SPBO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on SPBO, newest first. How the timeline and the estimate are built.
Householder Group Estate & Retirement Specialist, LLC held 3,559 SPBO shares at 2024-12-31 per its 13F-HR filed 2025-01-15.
the latest 13F is the newest step
- period ended2024-12-3113F 3,559 sharesChange vs previous 13F +41 shares
0.08% of the 13F portfolio, value $101,000.
13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,518 sharesChange vs previous 13F +33 shares
0.03% of the 13F portfolio, value $105,000.
13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,485 sharesChange vs previous 13F +117 shares
0.03% of the 13F portfolio, value $100,000.
13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 3,368 sharesChange vs previous 13F -478 shares
0.03% of the 13F portfolio, value $98,058.
13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 3,846 sharesChange vs previous 13F +157 shares
0.04% of the 13F portfolio, value $113,000.
13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 3,689 sharesChange vs previous 13F +577 shares
0.04% of the 13F portfolio, value $101,744.
13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 3,112 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $91,000.
13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).