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PLANWISER FINANCIAL, LLC: SPEM position timeline

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

PLANWISER FINANCIAL, LLC held 73,229 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,229 shares
    Change vs previous 13F +22,171 shares

    2.64% of the 13F portfolio, value $3,791,798.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 51,058 shares
    Change vs previous 13F -4,559 shares

    1.86% of the 13F portfolio, value $2,575,900.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 55,617 shares
    Change vs previous 13F -18,232 shares

    2.03% of the 13F portfolio, value $2,715,218.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 73,849 shares
    Change vs previous 13F +18,881 shares

    2.8% of the 13F portfolio, value $3,520,402.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 54,968 shares
    Change vs previous 13F -19,510 shares

    2.04% of the 13F portfolio, value $2,393,836.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 74,478 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $2,989,539.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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