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ONE Advisory Partners, LLC: SPEM position timeline

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

ONE Advisory Partners, LLC held 126,193 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,193 shares
    Change vs previous 13F -63,811 shares

    1.78% of the 13F portfolio, value $6,534,266.

    13F-HR 0001819695-26-000009 filed by ONE Advisory Partners, 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 190,004 shares
    Change vs previous 13F -147,932 shares

    2.75% of the 13F portfolio, value $8,913,065.

    13F-HR 0001819695-26-000005 filed by ONE Advisory Partners, 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 337,936 shares
    Change vs previous 13F +59,747 shares

    4.77% of the 13F portfolio, value $15,818,770.

    13F-HR 0001819695-26-000002 filed by ONE Advisory Partners, 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 278,189 shares
    Change vs previous 13F +48,539 shares

    3.98% of the 13F portfolio, value $12,999,785.

    13F-HR 0001819695-25-000005 filed by ONE Advisory Partners, 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 229,650 shares
    Change vs previous 13F +95,248 shares

    3.39% of the 13F portfolio, value $10,152,839.

    13F-HR 0001085146-25-004169 filed by ONE Advisory Partners, 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 134,402 shares
    Change vs previous 13F +56,234 shares

    2.26% of the 13F portfolio, value $5,291,389.

    13F-HR 0001085146-25-002074 filed by ONE Advisory Partners, 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 78,168 shares
    Change vs previous 13F +609 shares

    1.33% of the 13F portfolio, value $2,999,288.

    13F-HR 0001085146-25-000340 filed by ONE Advisory Partners, 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 77,559 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,201,654.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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