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Disclosery

THEORY FINANCIAL LLC: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on SPEM, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 50,696 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,696 shares
    Change vs previous 13F +3,808 shares

    0.83% of the 13F portfolio, value $2,625,039.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL LLC
    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 46,888 shares
    Change vs previous 13F +20,293 shares

    0.77% of the 13F portfolio, value $2,199,516.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL LLC
    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 26,595 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,318,580.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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