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Moss Adams Wealth Advisors LLC: SPEM position timeline

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

Moss Adams Wealth Advisors LLC held 228,493 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,493 shares
    Change vs previous 13F +11,535 shares

    0.74% of the 13F portfolio, value $11,831,345.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 216,958 shares
    Change vs previous 13F +3,231 shares

    0.74% of the 13F portfolio, value $10,177,514.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 213,727 shares
    Change vs previous 13F +3,667 shares

    0.73% of the 13F portfolio, value $10,004,566.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 210,060 shares
    Change vs previous 13F +6,237 shares

    0.77% of the 13F portfolio, value $9,832,931.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 203,823 shares
    Change vs previous 13F -115,660 shares

    0.79% of the 13F portfolio, value $8,711,416.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 319,483 shares
    Change vs previous 13F +158,460 shares

    1.32% of the 13F portfolio, value $12,578,049.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 161,023 shares
    Change vs previous 13F +6,983 shares

    0.65% of the 13F portfolio, value $6,178,437.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 154,040 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,358,786.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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