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Spectrum Planning & Advisory Services Inc.: OEF position timeline

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

Spectrum Planning & Advisory Services Inc. held 16,049 OEF 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 16,049 shares
    Change vs previous 13F -202 shares

    2.63% of the 13F portfolio, value $5,871,758.

    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 16,251 shares
    Change vs previous 13F -565 shares

    2.56% of the 13F portfolio, value $5,169,113.

    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 16,816 shares
    Change vs previous 13F +362 shares

    2.97% of the 13F portfolio, value $5,767,294.

    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 16,454 shares
    Change vs previous 13F +8,895 shares

    3.09% of the 13F portfolio, value $5,476,527.

    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 7,559 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,300,567.

    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).