Richard W. Paul & Associates, LLC: SPEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on SPEM, newest first. How the timeline and the estimate are built.
Richard W. Paul & Associates, LLC held 9,085 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 9,085 sharesChange vs previous 13F +489 shares
0.14% of the 13F portfolio, value $470,421.
13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,596 sharesChange vs previous 13F +128 shares
0.14% of the 13F portfolio, value $403,238.
13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,468 sharesChange vs previous 13F -1,294 shares
0.13% of the 13F portfolio, value $396,387.
13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,762 sharesChange vs previous 13F -1,399 shares
0.16% of the 13F portfolio, value $456,959.
13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,161 sharesChange vs previous 13F -3,918 shares
0.17% of the 13F portfolio, value $477,021.
13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,079 sharesChange vs previous 13F -455 shares
0.23% of the 13F portfolio, value $593,641.
13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,534 sharesChange vs previous 13F -1,962 shares
0.22% of the 13F portfolio, value $596,020.
13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,496 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $722,235.
13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).