Skip to content
Disclosery

B.O.S.S. Retirement Advisors, LLC: SPYM position timeline

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

B.O.S.S. Retirement Advisors, LLC held 287,662 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,662 shares
    Change vs previous 13F +126,159 shares

    6.83% of the 13F portfolio, value $25,279,747.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 161,503 shares
    Change vs previous 13F +18,093 shares

    3.77% of the 13F portfolio, value $12,361,412.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 143,410 shares
    Change vs previous 13F -86,461 shares

    3.62% of the 13F portfolio, value $11,504,365.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 229,871 shares
    Change vs previous 13F -49,293 shares

    4.31% of the 13F portfolio, value $18,008,058.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, 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 279,164 shares
    Change vs previous 13F +2,169 shares

    5.1% of the 13F portfolio, value $20,292,443.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, 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 276,995 shares
    Change vs previous 13F -3,339 shares

    5.28% of the 13F portfolio, value $18,215,193.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, 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 280,334 shares
    Change vs previous 13F +239,450 shares

    5.4% of the 13F portfolio, value $19,326,197.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, 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 40,884 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,760,111.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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