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Portland Financial Advisors Inc: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on SPEM, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 23,507 SPEM 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 23,507 shares
    Change vs previous 13F +1,455 shares

    2.22% of the 13F portfolio, value $1,217,192.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 22,052 shares
    Change vs previous 13F +1,172 shares

    2.15% of the 13F portfolio, value $1,034,459.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 20,880 shares
    Change vs previous 13F 0 shares

    2.08% of the 13F portfolio, value $977,393.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 20,880 shares
    Change vs previous 13F +1,475 shares

    2.08% of the 13F portfolio, value $977,393.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors 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 19,405 shares
    Change vs previous 13F +1,060 shares

    1.99% of the 13F portfolio, value $829,370.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 18,345 shares
    Change vs previous 13F +2,085 shares

    1.85% of the 13F portfolio, value $722,243.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 16,260 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $623,896.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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