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Leicht Financial Planning & Wealth Management, Inc.: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leicht Financial Planning & Wealth Management, Inc. on SPEM, newest first. How the timeline and the estimate are built.

Leicht Financial Planning & Wealth Management, Inc. held 232,523 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,523 shares
    Change vs previous 13F +4,746 shares

    4.93% of the 13F portfolio, value $12,040,043.

    13F-HR 0001710666-26-000005 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 227,777 shares
    Change vs previous 13F -1,506 shares

    4.85% of the 13F portfolio, value $10,685,025.

    13F-HR 0001710666-26-000004 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 229,283 shares
    Change vs previous 13F -9,552 shares

    4.8% of the 13F portfolio, value $10,732,741.

    13F-HR 0001710666-26-000001 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 238,835 shares
    Change vs previous 13F -1,390 shares

    5.04% of the 13F portfolio, value $11,179,870.

    13F-HR 0001710666-25-000003 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 240,225 shares
    Change vs previous 13F +116,234 shares

    4.88% of the 13F portfolio, value $10,267,240.

    13F-HR 0001085146-25-004718 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 123,991 shares
    Change vs previous 13F -1,421 shares

    2.55% of the 13F portfolio, value $4,881,524.

    13F-HR 0001085146-25-002071 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 125,412 shares
    Change vs previous 13F -804 shares

    2.46% of the 13F portfolio, value $4,812,063.

    13F-HR 0001085146-25-001832 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 126,216 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $5,210,204.

    13F-HR 0001085146-24-004958 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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