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Broadway Wealth Solutions, Inc.: SPYM position timeline

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

Broadway Wealth Solutions, Inc. held 515,783 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 515,783 shares
    Change vs previous 13F +21,046 shares

    21.17% of the 13F portfolio, value $45,327,001.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 494,737 shares
    Change vs previous 13F +21,282 shares

    19.58% of the 13F portfolio, value $37,867,178.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 473,455 shares
    Change vs previous 13F +7,331 shares

    20.28% of the 13F portfolio, value $37,980,591.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 466,124 shares
    Change vs previous 13F +22,708 shares

    20.48% of the 13F portfolio, value $36,516,152.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 443,416 shares
    Change vs previous 13F +46,405 shares

    20.07% of the 13F portfolio, value $32,231,874.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 397,011 shares
    Change vs previous 13F +26,654 shares

    19.05% of the 13F portfolio, value $26,107,461.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 370,357 shares
    Change vs previous 13F not available

    19.37% of the 13F portfolio, value $25,532,405.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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