Skip to content
Disclosery

Capital Analysts, LLC: SPEM position timeline

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

Capital Analysts, LLC held 355,182 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,182 shares
    Change vs previous 13F +8,799 shares

    0.42% of the 13F portfolio, value $18,392,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 346,383 shares
    Change vs previous 13F +11,753 shares

    0.43% of the 13F portfolio, value $16,252,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 334,630 shares
    Change vs previous 13F +12,180 shares

    0.43% of the 13F portfolio, value $15,664,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 322,450 shares
    Change vs previous 13F +130,782 shares

    0.44% of the 13F portfolio, value $15,094,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 191,668 shares
    Change vs previous 13F +40,674 shares

    0.27% of the 13F portfolio, value $8,192,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 150,994 shares
    Change vs previous 13F +19,444 shares

    0.22% of the 13F portfolio, value $5,945,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 131,550 shares
    Change vs previous 13F -930 shares

    0.2% of the 13F portfolio, value $5,048,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 132,480 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,469,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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