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Disclosery

Bauman Advisory Group, LLC: SPYM position timeline

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

Bauman Advisory Group, LLC held 413,608 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,608 shares
    Change vs previous 13F -2,304 shares

    19.24% of the 13F portfolio, value $36,347,900.

    13F-HR 0001765380-26-000262 filed by Bauman Advisory Group, 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 415,912 shares
    Change vs previous 13F -29,859 shares

    22.31% of the 13F portfolio, value $31,833,935.

    13F-HR 0001765380-26-000169 filed by Bauman Advisory Group, 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 445,771 shares
    Change vs previous 13F not available

    28.82% of the 13F portfolio, value $35,759,770.

    13F-HR 0001765380-26-000109 filed by Bauman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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