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Millington Financial Advisors, LLC: SPEM position timeline

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

Millington Financial Advisors, LLC held 179,874 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,874 shares
    Change vs previous 13F +8,465 shares

    3.55% of the 13F portfolio, value $9,027,891.

    13F-HR 0001986152-26-000112 filed by Millington Financial Advisors, 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 171,409 shares
    Change vs previous 13F +6,699 shares

    3.68% of the 13F portfolio, value $8,740,144.

    13F-HR 0001986152-26-000071 filed by Millington Financial Advisors, 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 164,710 shares
    Change vs previous 13F -2,005 shares

    3.64% of the 13F portfolio, value $8,220,698.

    13F-HR 0001986152-26-000015 filed by Millington Financial Advisors, 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 166,715 shares
    Change vs previous 13F +5,993 shares

    3.78% of the 13F portfolio, value $7,790,600.

    13F-HR 0001986152-25-000093 filed by Millington Financial Advisors, 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 160,722 shares
    Change vs previous 13F +2,517 shares

    3.59% of the 13F portfolio, value $7,105,522.

    13F-HR 0001986152-25-000060 filed by Millington Financial Advisors, 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 158,205 shares
    Change vs previous 13F -3,302 shares

    3.64% of the 13F portfolio, value $5,923,183.

    13F-HR 0001986152-25-000026 filed by Millington Financial Advisors, 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 161,507 shares
    Change vs previous 13F +3,721 shares

    3.61% of the 13F portfolio, value $6,214,801.

    13F-HR 0001986152-25-000017 filed by Millington Financial Advisors, 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 157,786 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $6,513,410.

    13F-HR 0001924615-24-000004 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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