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SENTINEL PENSION ADVISORS, LLC: SPEM position timeline

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

SENTINEL PENSION ADVISORS, LLC held 270,378 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,378 shares
    Change vs previous 13F +14,630 shares

    1.78% of the 13F portfolio, value $13,570,262.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION ADVISORS, 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 255,748 shares
    Change vs previous 13F +11,685 shares

    1.77% of the 13F portfolio, value $11,997,158.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION ADVISORS, 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 244,063 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $11,424,593.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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