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Disclosery

Vested Financial Planning, LLC: SPEM position timeline

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

Vested Financial Planning, LLC held 48,364 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,364 shares
    Change vs previous 13F +1,556 shares

    1.68% of the 13F portfolio, value $2,504,312.

    13F-HR 0002044679-26-000003 filed by Vested Financial Planning, 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 46,808 shares
    Change vs previous 13F +4,134 shares

    1.67% of the 13F portfolio, value $2,195,775.

    13F-HR 0002044679-26-000002 filed by Vested Financial Planning, 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 42,674 shares
    Change vs previous 13F +2,648 shares

    1.54% of the 13F portfolio, value $1,997,582.

    13F-HR 0002044679-26-000001 filed by Vested Financial Planning, 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 40,026 shares
    Change vs previous 13F +21 shares

    1.52% of the 13F portfolio, value $1,873,629.

    13F-HR 0002044679-25-000002 filed by Vested Financial Planning, 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 40,005 shares
    Change vs previous 13F +1,257 shares

    1.52% of the 13F portfolio, value $1,709,825.

    13F-HR 0001085146-25-004016 filed by Vested Financial Planning, 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 38,748 shares
    Change vs previous 13F +410 shares

    1.52% of the 13F portfolio, value $1,525,519.

    13F-HR 0001085146-25-002456 filed by Vested Financial Planning, 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 38,338 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,471,039.

    13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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