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Rochester Wealth Strategies, LLC: SPAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rochester Wealth Strategies, LLC on SPAB, newest first. How the timeline and the estimate are built.

Rochester Wealth Strategies, LLC held 436,917 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 436,917 shares
    Change vs previous 13F -69,579 shares

    6.17% of the 13F portfolio, value $11,150,132.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 506,496 shares
    Change vs previous 13F +51,064 shares

    7.87% of the 13F portfolio, value $12,976,437.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 455,432 shares
    Change vs previous 13F +30,557 shares

    7.36% of the 13F portfolio, value $11,727,386.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 424,875 shares
    Change vs previous 13F +73,960 shares

    7.19% of the 13F portfolio, value $10,983,028.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 350,915 shares
    Change vs previous 13F -75,489 shares

    6.44% of the 13F portfolio, value $8,983,426.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 426,404 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $10,890,363.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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