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Disclosery

4WEALTH ADVISORS, INC.: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on SPYM, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 14,508 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,508 shares
    Change vs previous 13F +563 shares

    0.9% of the 13F portfolio, value $1,304,851.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,945 shares
    Change vs previous 13F -19 shares

    0.93% of the 13F portfolio, value $1,215,713.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,964 shares
    Change vs previous 13F -137 shares

    0.89% of the 13F portfolio, value $1,038,652.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,101 shares
    Change vs previous 13F +240 shares

    0.98% of the 13F portfolio, value $1,131,217.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,861 shares
    Change vs previous 13F +5,107 shares

    1% of the 13F portfolio, value $1,085,845.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,754 shares
    Change vs previous 13F +1,404 shares

    0.66% of the 13F portfolio, value $636,359.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,350 shares
    Change vs previous 13F -1,303 shares

    0.54% of the 13F portfolio, value $483,350.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,653 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $596,536.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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