Skip to content
Disclosery

Bestgate Wealth Advisors, LLC: SPYM position timeline

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

Bestgate Wealth Advisors, LLC held 62,098 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 62,098 shares
    Change vs previous 13F +8,400 shares

    3.53% of the 13F portfolio, value $5,573,952.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,698 shares
    Change vs previous 13F -940 shares

    7.52% of the 13F portfolio, value $4,718,938.

    13F-HR 0002055670-26-000003 filed by Bestgate 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 ended2026-03-31
    13F 54,638 shares
    Change vs previous 13F +538 shares

    7.54% of the 13F portfolio, value $4,181,972.

    13F-HR 0002055670-26-000002 filed by Bestgate 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 ended2025-12-31
    13F 54,100 shares
    Change vs previous 13F -1,399 shares

    7.63% of the 13F portfolio, value $4,339,903.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth 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 ended2025-09-30
    13F 55,499 shares
    Change vs previous 13F +3,161 shares

    7.68% of the 13F portfolio, value $4,347,765.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth 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 ended2025-06-30
    13F 52,338 shares
    Change vs previous 13F 0 shares

    7.13% of the 13F portfolio, value $3,441,747.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth 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 ended2025-03-31
    13F 52,338 shares
    Change vs previous 13F -3,433 shares

    7.13% of the 13F portfolio, value $3,441,747.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth 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 ended2024-12-31
    13F 55,771 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $3,844,853.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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