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McNaughton Wealth Management, LLC: SPEM position timeline

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

McNaughton Wealth Management, LLC held 32,896 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,896 shares
    Change vs previous 13F -291 shares

    0.59% of the 13F portfolio, value $1,702,671.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,187 shares
    Change vs previous 13F +269 shares

    0.61% of the 13F portfolio, value $1,718,397.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 32,918 shares
    Change vs previous 13F +1,363 shares

    0.64% of the 13F portfolio, value $1,544,183.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 31,555 shares
    Change vs previous 13F +1,549 shares

    0.61% of the 13F portfolio, value $1,477,090.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 30,006 shares
    Change vs previous 13F +863 shares

    0.59% of the 13F portfolio, value $1,404,581.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 29,143 shares
    Change vs previous 13F +1,597 shares

    0.56% of the 13F portfolio, value $1,245,572.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 27,546 shares
    Change vs previous 13F -111,549 shares

    0.53% of the 13F portfolio, value $1,084,486.

    13F-HR 0001085146-25-001950 filed by McNaughton 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 ended2024-12-31
    13F 139,095 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $5,337,087.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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