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Disclosery

Wrenne Financial Planning LLC: SPEM position timeline

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

Wrenne Financial Planning LLC held 114,545 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,545 shares
    Change vs previous 13F -2,957 shares

    2% of the 13F portfolio, value $5,931,116.

    13F-HR 0001172661-26-002804 filed by Wrenne 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 117,502 shares
    Change vs previous 13F +3,949 shares

    2.16% of the 13F portfolio, value $5,512,042.

    13F-HR 0001172661-26-002011 filed by Wrenne 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 113,553 shares
    Change vs previous 13F -426 shares

    2.16% of the 13F portfolio, value $5,315,441.

    13F-HR 0001172661-26-000586 filed by Wrenne 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 113,979 shares
    Change vs previous 13F -345 shares

    2.28% of the 13F portfolio, value $5,335,360.

    13F-HR 0001172661-25-004684 filed by Wrenne 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 114,324 shares
    Change vs previous 13F +12,785 shares

    2.29% of the 13F portfolio, value $4,886,210.

    13F-HR 0001172661-25-003118 filed by Wrenne 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 101,539 shares
    Change vs previous 13F -304 shares

    2.12% of the 13F portfolio, value $3,997,593.

    13F-HR 0001172661-25-001738 filed by Wrenne 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 101,843 shares
    Change vs previous 13F +1,474 shares

    2.22% of the 13F portfolio, value $3,907,718.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning 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 100,369 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $4,143,216.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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