Skip to content
Disclosery

WealthTrak Capital Management LLC: SPEM position timeline

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

WealthTrak Capital Management LLC held 148,106 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,106 shares
    Change vs previous 13F -7,965 shares

    5.04% of the 13F portfolio, value $7,668,929.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 156,071 shares
    Change vs previous 13F +9,226 shares

    5.23% of the 13F portfolio, value $7,321,291.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 146,845 shares
    Change vs previous 13F +1,670 shares

    4.92% of the 13F portfolio, value $6,873,814.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 145,175 shares
    Change vs previous 13F +4,610 shares

    5.59% of the 13F portfolio, value $6,795,642.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 140,565 shares
    Change vs previous 13F +10,065 shares

    5.02% of the 13F portfolio, value $6,007,749.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 130,500 shares
    Change vs previous 13F +33,596 shares

    4.43% of the 13F portfolio, value $5,137,785.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 96,904 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $3,718,207.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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