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Disclosery

Wallace Advisory Group, LLC: SPEM position timeline

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

Wallace Advisory Group, LLC held 11,960 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,960 shares
    Change vs previous 13F +1,055 shares

    0.58% of the 13F portfolio, value $619,289.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 10,905 shares
    Change vs previous 13F -42,294 shares

    0.55% of the 13F portfolio, value $511,554.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 53,199 shares
    Change vs previous 13F -3,315 shares

    2.61% of the 13F portfolio, value $2,490,246.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 56,514 shares
    Change vs previous 13F +30,905 shares

    1.94% of the 13F portfolio, value $2,415,408.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 25,609 shares
    Change vs previous 13F +8,181 shares

    0.73% of the 13F portfolio, value $1,008,226.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 17,428 shares
    Change vs previous 13F +4,453 shares

    0.46% of the 13F portfolio, value $668,712.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 12,975 shares
    Change vs previous 13F -480 shares

    0.37% of the 13F portfolio, value $535,608.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 13,455 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $506,851.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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