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TOBIAS FINANCIAL ADVISORS, INC.: SPEM position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 100,682 SPEM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 100,682 shares
    Change vs previous 13F -1,631 shares

    0.66% of the 13F portfolio, value $5,213,340.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 102,313 shares
    Change vs previous 13F +33,386 shares

    0.67% of the 13F portfolio, value $4,799,492.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 68,927 shares
    Change vs previous 13F +1,535 shares

    0.46% of the 13F portfolio, value $3,226,462.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 67,392 shares
    Change vs previous 13F -1,069 shares

    0.48% of the 13F portfolio, value $3,154,627.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 68,461 shares
    Change vs previous 13F +20,378 shares

    0.5% of the 13F portfolio, value $2,926,030.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 48,083 shares
    Change vs previous 13F -906 shares

    0.37% of the 13F portfolio, value $1,893,025.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 48,989 shares
    Change vs previous 13F -1,848 shares

    0.38% of the 13F portfolio, value $1,879,706.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 50,837 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,098,548.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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