L.M. KOHN & COMPANY: SPTM position timeline

L.M. KOHN & COMPANY held 0 SPTM shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -22,148 shares

   13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 22,148 shares

   Change vs previous 13F +3,956 shares

   0.39% of the 13F portfolio, value $1,506,293.

   13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 18,192 shares

   Change vs previous 13F +3,376 shares

   0.34% of the 13F portfolio, value $1,299,468.

   13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 14,816 shares

   Change vs previous 13F +2,075 shares

   0.26% of the 13F portfolio, value $1,038,023.

   13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 12,741 shares

   Change vs previous 13F +4,181 shares

   0.24% of the 13F portfolio, value $868,606.

   13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 8,560 shares

   Change vs previous 13F +1,962 shares

   0.15% of the 13F portfolio, value $549,110.

   13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 6,598 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $385,673.

   13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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