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Spectrum Planning & Advisory Services Inc.: USXF position timeline

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

Spectrum Planning & Advisory Services Inc. held 4,200 USXF 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 4,200 shares
    Change vs previous 13F -2,620 shares

    0.13% of the 13F portfolio, value $291,690.

    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 6,820 shares
    Change vs previous 13F -370 shares

    0.19% of the 13F portfolio, value $376,464.

    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 7,190 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $414,000.

    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 7,215 shares
    Change vs previous 13F -38 shares

    0.23% of the 13F portfolio, value $413,492.

    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 7,253 shares
    Change vs previous 13F -3,510 shares

    0.25% of the 13F portfolio, value $391,154.

    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 10,763 shares
    Change vs previous 13F +1,659 shares

    0.42% of the 13F portfolio, value $502,309.

    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 9,104 shares
    Change vs previous 13F +156 shares

    0.39% of the 13F portfolio, value $452,651.

    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 8,948 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $439,168.

    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).