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PENOBSCOT WEALTH MANAGEMENT: SPEM position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 24,293 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,293 shares
    Change vs previous 13F +1,757 shares

    0.34% of the 13F portfolio, value $1,257,886.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 22,536 shares
    Change vs previous 13F +469 shares

    0.31% of the 13F portfolio, value $1,057,161.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 22,067 shares
    Change vs previous 13F +1,804 shares

    0.32% of the 13F portfolio, value $1,032,953.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 20,263 shares
    Change vs previous 13F +430 shares

    0.3% of the 13F portfolio, value $948,527.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 19,833 shares
    Change vs previous 13F +5,578 shares

    0.3% of the 13F portfolio, value $847,677.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 14,255 shares
    Change vs previous 13F -450 shares

    0.24% of the 13F portfolio, value $561,228.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 14,705 shares
    Change vs previous 13F +723 shares

    0.26% of the 13F portfolio, value $564,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 13,982 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $577,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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