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A4 Wealth Advisors LLC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on SPYM, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 12,847 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,847 shares
    Change vs previous 13F -12,524 shares

    0.76% of the 13F portfolio, value $1,129,030.

    13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors 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 25,371 shares
    Change vs previous 13F -12,988 shares

    1.61% of the 13F portfolio, value $1,941,901.

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors 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 38,359 shares
    Change vs previous 13F -14,361 shares

    2.66% of the 13F portfolio, value $3,077,139.

    13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors 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 52,720 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $4,130,115.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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