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Savvy Advisors, Inc.: SPEM position timeline

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

Savvy Advisors, Inc. held 874,783 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 874,783 shares
    Change vs previous 13F -169,177 shares

    0.97% of the 13F portfolio, value $45,296,289.

    13F-HR 0002003633-26-000004 filed by Savvy 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 1,043,960 shares
    Change vs previous 13F +271,271 shares

    1.31% of the 13F portfolio, value $48,972,177.

    13F-HR 0002003633-26-000003 filed by Savvy 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 772,689 shares
    Change vs previous 13F +456,616 shares

    1.17% of the 13F portfolio, value $36,169,549.

    13F-HR 0002003633-26-000001 filed by Savvy 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 316,073 shares
    Change vs previous 13F +51,403 shares

    0.68% of the 13F portfolio, value $14,795,386.

    13F-HR 0002003633-25-000008 filed by Savvy 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 264,670 shares
    Change vs previous 13F +68,021 shares

    0.75% of the 13F portfolio, value $11,312,002.

    13F-HR 0002003633-25-000005 filed by Savvy 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 196,649 shares
    Change vs previous 13F +49,403 shares

    0.78% of the 13F portfolio, value $7,742,087.

    13F-HR 0002003633-25-000004 filed by Savvy 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 147,246 shares
    Change vs previous 13F +34,281 shares

    0.68% of the 13F portfolio, value $5,649,820.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 112,965 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,663,176.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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