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Three Cord True Wealth Management, LLC: SPEM position timeline

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

Three Cord True Wealth Management, LLC held 19,911 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,911 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,031,000.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth Management, 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 19,911 shares
    Change vs previous 13F -5 shares

    0.52% of the 13F portfolio, value $934,013.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth Management, 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 19,916 shares
    Change vs previous 13F -146 shares

    0.54% of the 13F portfolio, value $932,255.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth Management, LLC
    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 20,062 shares
    Change vs previous 13F -212 shares

    0.64% of the 13F portfolio, value $939,107.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth Management, LLC
    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/A 20,274 shares
    Change vs previous 13F -441 shares

    0.65% of the 13F portfolio, value $866,510.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth Management, LLC
    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 20,715 shares
    Change vs previous 13F -88 shares

    0.7% of the 13F portfolio, value $815,534.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth Management, LLC
    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 20,803 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $798,196.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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