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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

  1. period ended2026-03-31
    13F 0 shares
    Change 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), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,363 shares
    Change 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), ingested

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

  3. period ended2025-09-30
    13F 6,267 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 6,367 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 5,065 shares
    Change 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), ingested

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