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Disclosery

Schwallier Wealth Management LLC: SPEM position timeline

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

Schwallier Wealth Management LLC held 12,141 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,141 shares
    Change vs previous 13F -67,477 shares

    0.4% of the 13F portfolio, value $628,669.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management 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 79,618 shares
    Change vs previous 13F -1,647 shares

    2.73% of the 13F portfolio, value $3,734,901.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management 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 81,265 shares
    Change vs previous 13F -4,864 shares

    2.55% of the 13F portfolio, value $3,998,231.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management 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 86,129 shares
    Change vs previous 13F -1,171 shares

    2.52% of the 13F portfolio, value $4,031,721.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management 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 87,300 shares
    Change vs previous 13F +19,291 shares

    2.28% of the 13F portfolio, value $3,731,200.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management 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 68,009 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,677,514.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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