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Spahn Wealth & Retirement LLC: C position timeline

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

Spahn Wealth & Retirement LLC held 48,355 C shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,355 shares
    Change vs previous 13F +920 shares

    4.35% of the 13F portfolio, value $6,767,766.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 47,435 shares
    Change vs previous 13F -47,753 shares

    6.85% of the 13F portfolio, value $5,379,603.

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement 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 95,188 shares
    Change vs previous 13F -778 shares

    6.89% of the 13F portfolio, value $11,107,488.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement 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 95,966 shares
    Change vs previous 13F -4,739 shares

    5.77% of the 13F portfolio, value $9,740,549.

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement 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 100,705 shares
    Change vs previous 13F -1,759 shares

    5.51% of the 13F portfolio, value $8,572,010.

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement 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 102,464 shares
    Change vs previous 13F +46,073 shares

    5.34% of the 13F portfolio, value $7,273,919.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement 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 56,391 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $3,969,362.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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