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Disclosery

Schaeffer Financial LLC: SPGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schaeffer Financial LLC on SPGM, newest first. How the timeline and the estimate are built.

Schaeffer Financial LLC held 226,929 SPGM 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 226,929 shares
    Change vs previous 13F -24,296 shares

    15.03% of the 13F portfolio, value $19,441,016.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 251,225 shares
    Change vs previous 13F -710 shares

    16.01% of the 13F portfolio, value $19,020,262.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial 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 251,935 shares
    Change vs previous 13F +2,821 shares

    16.86% of the 13F portfolio, value $19,325,924.

    13F-HR 0001705819-26-000018 filed by Schaeffer Financial 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 249,114 shares
    Change vs previous 13F +2,331 shares

    16.91% of the 13F portfolio, value $18,658,620.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 246,783 shares
    Change vs previous 13F +5,795 shares

    16.63% of the 13F portfolio, value $17,028,029.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 240,988 shares
    Change vs previous 13F +610 shares

    16.6% of the 13F portfolio, value $15,042,466.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial LLC
    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 240,378 shares
    Change vs previous 13F +1,147 shares

    15.18% of the 13F portfolio, value $15,223,108.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial LLC
    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 239,231 shares
    Change vs previous 13F not available

    15.74% of the 13F portfolio, value $15,494,993.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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