STRATEGIC PLANNING GROUP, LLC: NEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC PLANNING GROUP, LLC on NEM, newest first. How the timeline and the estimate are built.

STRATEGIC PLANNING GROUP, LLC held 110,651 NEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 110,651 shares
Change vs previous 13F +6,796 shares
1.13% of the 13F portfolio, value $10,334,881.
13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, LLC
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 103,855 shares
Change vs previous 13F +9,796 shares
1.57% of the 13F portfolio, value $11,242,352.
13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 94,059 shares
Change vs previous 13F +1,956 shares
1.21% of the 13F portfolio, value $9,391,806.
13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, LLC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 92,103 shares
Change vs previous 13F not available
1.05% of the 13F portfolio, value $7,765,215.
13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, LLC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).