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Disclosery

RTD Financial Advisors, Inc.: SPEM position timeline

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

RTD Financial Advisors, Inc. held 50,246 SPEM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,246 shares
    Change vs previous 13F -488 shares

    0.28% of the 13F portfolio, value $2,600,733.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,734 shares
    Change vs previous 13F -147 shares

    0.29% of the 13F portfolio, value $2,627,007.

    13F-HR 0002085853-26-000702 filed by RTD 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 ended2026-03-31
    13F 50,881 shares
    Change vs previous 13F -617 shares

    0.29% of the 13F portfolio, value $2,386,828.

    13F-HR 0002085853-26-000354 filed by RTD 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 ended2025-12-31
    13F 51,498 shares
    Change vs previous 13F -97 shares

    0.29% of the 13F portfolio, value $2,410,622.

    13F-HR 0002085853-26-000107 filed by RTD 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 ended2025-09-30
    13F 51,595 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,415,162.

    13F-HR 0002085853-25-000083 filed by RTD 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 ended2025-06-30
    13F 51,595 shares
    Change vs previous 13F +17,763 shares

    0.28% of the 13F portfolio, value $2,205,171.

    13F-HR 0001667731-25-000803 filed by RTD 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 ended2025-03-31
    13F 33,832 shares
    Change vs previous 13F +782 shares

    0.18% of the 13F portfolio, value $1,331,966.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,050 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,268,129.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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