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Parsonex Advisory Services, Inc.: SPOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsonex Advisory Services, Inc. on SPOT, newest first. How the timeline and the estimate are built.

Parsonex Advisory Services, Inc. held 4,808 SPOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,808 shares
    Change vs previous 13F +230 shares

    1.92% of the 13F portfolio, value $2,207,497.

    13F-HR 0002107398-26-000008 filed by Parsonex Advisory Services, 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 4,578 shares
    Change vs previous 13F +531 shares

    2.17% of the 13F portfolio, value $2,219,918.

    13F-HR 0002107398-26-000004 filed by Parsonex Advisory Services, 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 4,047 shares
    Change vs previous 13F +75 shares

    1.5% of the 13F portfolio, value $2,350,133.

    13F-HR 0002107398-26-000001 filed by Parsonex Advisory Services, 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 3,972 shares
    Change vs previous 13F +3,499 shares

    1.89% of the 13F portfolio, value $2,772,456.

    13F-HR 0002107398-26-000003 filed by Parsonex Advisory Services, 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 473 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $362,952.

    13F-HR 0002107398-26-000002 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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