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Disclosery

NavPoint Financial, Inc.: SPEM position timeline

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

NavPoint Financial, Inc. held 36,374 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,374 shares
    Change vs previous 13F -220 shares

    0.7% of the 13F portfolio, value $1,883,451.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 36,594 shares
    Change vs previous 13F -24 shares

    0.69% of the 13F portfolio, value $1,716,641.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 36,618 shares
    Change vs previous 13F +484 shares

    0.73% of the 13F portfolio, value $1,714,105.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 36,134 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,691,455.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 36,134 shares
    Change vs previous 13F +324 shares

    0.93% of the 13F portfolio, value $1,544,388.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 35,810 shares
    Change vs previous 13F -41 shares

    0.99% of the 13F portfolio, value $1,409,843.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    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 35,851 shares
    Change vs previous 13F -17 shares

    1.09% of the 13F portfolio, value $1,375,606.

    13F-HR 0001667731-25-000117 filed by NavPoint Financial, Inc.
    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 35,868 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,480,639.

    13F-HR 0002009813-24-000004 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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