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Spectrum Planning & Advisory Services Inc.: IEMG position timeline

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

Spectrum Planning & Advisory Services Inc. held 50,566 IEMG 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 50,566 shares
    Change vs previous 13F -32,585 shares

    1.87% of the 13F portfolio, value $4,188,906.

    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 83,151 shares
    Change vs previous 13F -38,462 shares

    2.87% of the 13F portfolio, value $5,799,776.

    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 121,613 shares
    Change vs previous 13F +17,947 shares

    4.21% of the 13F portfolio, value $8,174,832.

    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 103,666 shares
    Change vs previous 13F +57,456 shares

    3.86% of the 13F portfolio, value $6,833,632.

    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 46,210 shares
    Change vs previous 13F +9,803 shares

    1.79% of the 13F portfolio, value $2,773,982.

    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 36,407 shares
    Change vs previous 13F +10,150 shares

    1.64% of the 13F portfolio, value $1,964,874.

    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 26,257 shares
    Change vs previous 13F +342 shares

    1.19% of the 13F portfolio, value $1,371,130.

    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 25,915 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,487,785.

    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).