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Disclosery

MA Private Wealth: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on SPEM, newest first. How the timeline and the estimate are built.

MA Private Wealth held 408,868 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 408,868 shares
    Change vs previous 13F -28,632 shares

    3.15% of the 13F portfolio, value $21,171,186.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 437,500 shares
    Change vs previous 13F -114,984 shares

    3.47% of the 13F portfolio, value $20,523,148.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 552,484 shares
    Change vs previous 13F +473,333 shares

    4.31% of the 13F portfolio, value $25,861,799.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 79,151 shares
    Change vs previous 13F +7,786 shares

    0.62% of the 13F portfolio, value $3,705,055.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 71,365 shares
    Change vs previous 13F +47,072 shares

    0.55% of the 13F portfolio, value $3,050,137.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 24,293 shares
    Change vs previous 13F +5,937 shares

    0.18% of the 13F portfolio, value $956,396.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 18,356 shares
    Change vs previous 13F -1,634 shares

    0.13% of the 13F portfolio, value $704,301.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 19,990 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $825,167.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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