Skip to content
Disclosery

TPG Financial Advisors, LLC: SPEM position timeline

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

TPG Financial Advisors, LLC held 198,043 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,043 shares
    Change vs previous 13F -33,837 shares

    3.06% of the 13F portfolio, value $10,254,667.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 231,880 shares
    Change vs previous 13F +3,787 shares

    3.54% of the 13F portfolio, value $10,877,491.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 228,093 shares
    Change vs previous 13F +26,510 shares

    3.56% of the 13F portfolio, value $10,677,033.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 201,583 shares
    Change vs previous 13F +792 shares

    3.51% of the 13F portfolio, value $9,436,100.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 200,791 shares
    Change vs previous 13F +27,233 shares

    3.43% of the 13F portfolio, value $8,581,807.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 173,558 shares
    Change vs previous 13F -11,446 shares

    3.02% of the 13F portfolio, value $6,832,978.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, 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 185,004 shares
    Change vs previous 13F -89,552 shares

    3.09% of the 13F portfolio, value $7,098,603.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, LLC
    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 274,556 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $11,333,672.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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