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Paul R. Ried Financial Group, LLC: SETM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paul R. Ried Financial Group, LLC on SETM, newest first. How the timeline and the estimate are built.

Paul R. Ried Financial Group, LLC held 923,972 SETM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 923,972 shares
    Change vs previous 13F -79,972 shares

    12.58% of the 13F portfolio, value $28,790,974.

    13F-HR 0002033053-26-000007 filed by Paul R. Ried Financial Group, 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 1,003,944 shares
    Change vs previous 13F -144,582 shares

    15.44% of the 13F portfolio, value $33,210,468.

    13F-HR 0002033053-26-000005 filed by Paul R. Ried Financial Group, 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 1,148,526 shares
    Change vs previous 13F -154,591 shares

    15.7% of the 13F portfolio, value $33,249,833.

    13F-HR 0002033053-26-000003 filed by Paul R. Ried Financial Group, 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 1,303,117 shares
    Change vs previous 13F +8,742 shares

    16.58% of the 13F portfolio, value $32,773,398.

    13F-HR 0002033053-25-000010 filed by Paul R. Ried Financial Group, 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 1,294,375 shares
    Change vs previous 13F +105,155 shares

    13.56% of the 13F portfolio, value $22,418,578.

    13F-HR 0002033053-25-000007 filed by Paul R. Ried Financial Group, 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 1,189,220 shares
    Change vs previous 13F +157,120 shares

    11.7% of the 13F portfolio, value $16,803,681.

    13F-HR 0002033053-25-000006 filed by Paul R. Ried Financial Group, 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 1,032,100 shares
    Change vs previous 13F not available

    10.91% of the 13F portfolio, value $15,553,750.

    13F-HR 0002033053-25-000003 filed by Paul R. Ried Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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