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Disclosery

Austin Private Wealth, LLC: SPYM position timeline

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

Austin Private Wealth, LLC held 1,133,896 SPYM shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,133,896 shares
    Change vs previous 13F +21,230 shares

    6.82% of the 13F portfolio, value $90,961,156.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,112,666 shares
    Change vs previous 13F -20,048 shares

    6.71% of the 13F portfolio, value $87,166,283.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,132,714 shares
    Change vs previous 13F -679,968 shares

    6.52% of the 13F portfolio, value $82,336,995.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,812,682 shares
    Change vs previous 13F -30,869 shares

    10.71% of the 13F portfolio, value $119,201,995.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,843,551 shares
    Change vs previous 13F +3,848 shares

    11.93% of the 13F portfolio, value $127,094,388.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,839,703 shares
    Change vs previous 13F -22,857 shares

    12.17% of the 13F portfolio, value $124,198,340.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 1,862,560 shares
    Change vs previous 13F -142,565 shares

    12.83% of the 13F portfolio, value $119,203,836.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 2,005,125 shares
    Change vs previous 13F not available

    14.09% of the 13F portfolio, value $122,493,057.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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