Spahn Wealth & Retirement LLC: SPOT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spahn Wealth & Retirement LLC on SPOT, newest first. How the timeline and the estimate are built.
Spahn Wealth & Retirement LLC held 0 SPOT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -5,363 shares
13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 5,363 sharesChange vs previous 13F -904 shares
1.93% of the 13F portfolio, value $3,114,348.
13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,267 sharesChange vs previous 13F -100 shares
2.59% of the 13F portfolio, value $4,374,366.
13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,367 sharesChange vs previous 13F +1,302 shares
3.14% of the 13F portfolio, value $4,885,654.
13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,065 sharesChange vs previous 13F not available
2.04% of the 13F portfolio, value $2,785,902.
13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).