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Disclosery

Spectrum Asset Management, Inc. (NB/CA): EW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on EW, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 36,010 EW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,010 shares
    Change vs previous 13F +15 shares

    0.9% of the 13F portfolio, value $3,257,465.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 35,995 shares
    Change vs previous 13F +225 shares

    0.92% of the 13F portfolio, value $2,882,480.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 35,770 shares
    Change vs previous 13F -3,190 shares

    1.02% of the 13F portfolio, value $3,049,393.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 38,960 shares
    Change vs previous 13F -123 shares

    1.07% of the 13F portfolio, value $3,029,920.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 39,083 shares
    Change vs previous 13F +540 shares

    1.33% of the 13F portfolio, value $3,056,682.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 38,543 shares
    Change vs previous 13F +2,910 shares

    1.24% of the 13F portfolio, value $2,793,597.

    13F-HR 0001632078-25-000004 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 35,633 shares
    Change vs previous 13F -2,421 shares

    1.19% of the 13F portfolio, value $2,637,911.

    13F-HR 0001632078-25-000002 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,054 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,511,184.

    13F-HR 0001632078-24-000010 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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