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Melone Private Wealth, LLC: SPEM position timeline

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

Melone Private Wealth, LLC held 164,377 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,377 shares
    Change vs previous 13F -24,613 shares

    3.24% of the 13F portfolio, value $8,511,431.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, LLC
    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 188,990 shares
    Change vs previous 13F +15,066 shares

    3.62% of the 13F portfolio, value $8,865,542.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, LLC
    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 173,924 shares
    Change vs previous 13F +27,032 shares

    3.45% of the 13F portfolio, value $8,141,403.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 146,892 shares
    Change vs previous 13F +23,705 shares

    3.11% of the 13F portfolio, value $6,876,029.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 123,187 shares
    Change vs previous 13F +4,388 shares

    2.69% of the 13F portfolio, value $5,252,691.

    13F-HR 0001951757-25-000588 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 118,799 shares
    Change vs previous 13F +4,559 shares

    2.45% of the 13F portfolio, value $4,677,119.

    13F-HR 0001951757-25-000317 filed by Melone Private Wealth, LLC
    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 114,240 shares
    Change vs previous 13F +1,748 shares

    2.27% of the 13F portfolio, value $4,383,381.

    13F-HR 0001951757-25-000019 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 112,492 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $4,643,669.

    13F-HR 0001951757-24-000984 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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