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Spectrum Planning & Advisory Services Inc.: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on EAGG, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 10,544 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,544 shares
    Change vs previous 13F +1,938 shares

    0.22% of the 13F portfolio, value $499,891.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 8,606 shares
    Change vs previous 13F -381 shares

    0.2% of the 13F portfolio, value $409,215.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 8,987 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $430,028.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 8,937 shares
    Change vs previous 13F -18 shares

    0.24% of the 13F portfolio, value $429,244.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 8,955 shares
    Change vs previous 13F +1,013 shares

    0.28% of the 13F portfolio, value $425,721.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    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 7,942 shares
    Change vs previous 13F +2,441 shares

    0.31% of the 13F portfolio, value $377,086.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    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 5,501 shares
    Change vs previous 13F +493 shares

    0.22% of the 13F portfolio, value $255,466.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 5,008 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $243,339.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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