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Morling Financial Advisors, LLC: SPEM position timeline

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

Morling Financial Advisors, LLC held 14,768 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,768 shares
    Change vs previous 13F -292 shares

    0.21% of the 13F portfolio, value $764,687.

    13F-HR 0001398344-26-013695 filed by Morling 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 15,060 shares
    Change vs previous 13F -318 shares

    0.22% of the 13F portfolio, value $706,464.

    13F-HR 0001398344-26-008544 filed by Morling 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 15,378 shares
    Change vs previous 13F -477 shares

    0.23% of the 13F portfolio, value $719,844.

    13F-HR 0001398344-26-002388 filed by Morling 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 15,855 shares
    Change vs previous 13F -360 shares

    0.25% of the 13F portfolio, value $742,172.

    13F-HR 0001398344-25-020301 filed by Morling 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 16,215 shares
    Change vs previous 13F -89 shares

    0.23% of the 13F portfolio, value $693,029.

    13F-HR 0001398344-25-014968 filed by Morling 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 16,304 shares
    Change vs previous 13F -202 shares

    0.22% of the 13F portfolio, value $641,888.

    13F-HR 0001398344-25-008787 filed by Morling 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 16,506 shares
    Change vs previous 13F -46 shares

    0.22% of the 13F portfolio, value $633,335.

    13F-HR 0001398344-25-002229 filed by Morling 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 16,552 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $683,267.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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