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IAMS WEALTH MANAGEMENT, LLC: SPEM position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 4,787 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 4,787 shares
    Change vs previous 13F -16,281 shares

    0.07% of the 13F portfolio, value $247,917.

    13F-HR 0001998182-26-000003 filed by IAMS 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 21,068 shares
    Change vs previous 13F -555 shares

    0.34% of the 13F portfolio, value $988,354.

    13F-HR 0001998182-26-000002 filed by IAMS 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 21,623 shares
    Change vs previous 13F -3,149 shares

    0.37% of the 13F portfolio, value $1,012,250.

    13F-HR 0001998182-26-000001 filed by IAMS 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 24,772 shares
    Change vs previous 13F +4,250 shares

    0.47% of the 13F portfolio, value $1,159,633.

    13F-HR 0001998182-25-000003 filed by IAMS 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 20,522 shares
    Change vs previous 13F -9,079 shares

    0.4% of the 13F portfolio, value $877,146.

    13F-HR 0001085146-25-003783 filed by IAMS 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 29,601 shares
    Change vs previous 13F -257 shares

    0.53% of the 13F portfolio, value $1,165,391.

    13F-HR 0001085146-25-001999 filed by IAMS 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 29,858 shares
    Change vs previous 13F +330 shares

    0.52% of the 13F portfolio, value $1,145,651.

    13F-HR 0001085146-25-000432 filed by IAMS 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 29,528 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,218,916.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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