Level Wealth Management LLC: SPEM position timeline

Level Wealth Management LLC held 21,016 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 21,016 shares

   Change vs previous 13F -58 shares

   0.44% of the 13F portfolio, value $1,088,204.

   13F-HR 0002036775-26-000003 filed by Level Wealth Management LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 21,074 shares

   Change vs previous 13F +115 shares

   0.46% of the 13F portfolio, value $988,588.

   13F-HR 0002036775-26-000002 filed by Level Wealth Management LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 20,959 shares

   Change vs previous 13F -5,033 shares

   0.5% of the 13F portfolio, value $981,098.

   13F-HR 0002036775-26-000001 filed by Level Wealth Management LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 25,992 shares

   Change vs previous 13F -1,215 shares

   0.64% of the 13F portfolio, value $1,216,689.

   13F-HR 0002036775-25-000005 filed by Level Wealth Management LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 27,207 shares

   Change vs previous 13F not available

   0.68% of the 13F portfolio, value $1,162,831.

   13F-HR 0002001434-25-000007 filed by Level Wealth Management LLC
   Filed 2025-07-29 (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).