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MONECO ADVISORS, LLC: SPEM position timeline

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

MONECO ADVISORS, LLC held 257,782 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,782 shares
    Change vs previous 13F +36,923 shares

    0.82% of the 13F portfolio, value $13,347,954.

    13F-HR 0001765690-26-000011 filed by MONECO 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 220,859 shares
    Change vs previous 13F +82,197 shares

    0.8% of the 13F portfolio, value $10,360,482.

    13F-HR 0001765690-26-000007 filed by MONECO 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 138,662 shares
    Change vs previous 13F +30,255 shares

    0.52% of the 13F portfolio, value $6,490,790.

    13F-HR 0001765690-26-000005 filed by MONECO 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 108,407 shares
    Change vs previous 13F +42,868 shares

    0.42% of the 13F portfolio, value $5,074,520.

    13F-HR 0001765690-25-000013 filed by MONECO 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 65,539 shares
    Change vs previous 13F +39,250 shares

    0.26% of the 13F portfolio, value $2,801,155.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 26,289 shares
    Change vs previous 13F +12,254 shares

    0.11% of the 13F portfolio, value $1,034,990.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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/A 14,035 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $538,516.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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