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Disclosery

Wolff Financial Management LLC: SPEM position timeline

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

Wolff Financial Management LLC held 128,626 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,626 shares
    Change vs previous 13F +1,856 shares

    1.33% of the 13F portfolio, value $6,660,246.

    13F-HR 0001767940-26-000004 filed by Wolff Financial 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 126,770 shares
    Change vs previous 13F +5,931 shares

    1.31% of the 13F portfolio, value $5,946,789.

    13F-HR 0001767940-26-000003 filed by Wolff Financial 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 120,839 shares
    Change vs previous 13F +3,719 shares

    1.27% of the 13F portfolio, value $5,656,461.

    13F-HR 0001767940-26-000001 filed by Wolff Financial 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 117,120 shares
    Change vs previous 13F +2,110 shares

    1.27% of the 13F portfolio, value $5,482,406.

    13F-HR 0001767940-25-000006 filed by Wolff Financial 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 115,010 shares
    Change vs previous 13F +3,405 shares

    1.27% of the 13F portfolio, value $4,916,000.

    13F-HR 0001767940-25-000004 filed by Wolff Financial 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 111,605 shares
    Change vs previous 13F -2,038 shares

    1.22% of the 13F portfolio, value $4,394,000.

    13F-HR 0001767940-25-000003 filed by Wolff Financial 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 113,643 shares
    Change vs previous 13F +8,134 shares

    1.21% of the 13F portfolio, value $4,360,000.

    13F-HR 0001767940-25-000001 filed by Wolff Financial Management 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 105,509 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,355,000.

    13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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