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Disclosery

Winch Advisory Services, LLC: SPEM position timeline

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

Winch Advisory Services, LLC held 74,710 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,710 shares
    Change vs previous 13F +1,264 shares

    0.8% of the 13F portfolio, value $3,868,476.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 73,446 shares
    Change vs previous 13F -310 shares

    0.79% of the 13F portfolio, value $3,445,345.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 73,756 shares
    Change vs previous 13F +2,754 shares

    0.76% of the 13F portfolio, value $3,452,524.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 71,002 shares
    Change vs previous 13F +671 shares

    0.75% of the 13F portfolio, value $3,323,622.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 70,331 shares
    Change vs previous 13F +1,244 shares

    0.73% of the 13F portfolio, value $3,005,959.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 69,087 shares
    Change vs previous 13F +926 shares

    0.72% of the 13F portfolio, value $2,719,969.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 68,161 shares
    Change vs previous 13F +602 shares

    0.68% of the 13F portfolio, value $2,615,347.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 67,559 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,788,850.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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