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Partnership Wealth Management, LLC: SPEM position timeline

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

Partnership Wealth Management, LLC held 57,326 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,326 shares
    Change vs previous 13F -1,528 shares

    2.12% of the 13F portfolio, value $2,967,218.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,854 shares
    Change vs previous 13F +1,845 shares

    2.06% of the 13F portfolio, value $3,047,485.

    13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 57,009 shares
    Change vs previous 13F -2,266 shares

    2.04% of the 13F portfolio, value $2,674,270.

    13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 59,275 shares
    Change vs previous 13F +1,916 shares

    2% of the 13F portfolio, value $2,774,640.

    13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 57,359 shares
    Change vs previous 13F -593 shares

    2.07% of the 13F portfolio, value $2,684,997.

    13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 57,952 shares
    Change vs previous 13F +1,554 shares

    2.01% of the 13F portfolio, value $2,476,889.

    13F-HR 0002010656-25-000004 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 56,398 shares
    Change vs previous 13F +1,526 shares

    1.88% of the 13F portfolio, value $2,220,383.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 54,872 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,105,454.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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