Bull Oak Capital, LLC: SPYM position timeline

Bull Oak Capital, LLC held 115,774 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 115,774 shares

   Change vs previous 13F -1,709 shares

   3.39% of the 13F portfolio, value $10,174,219.

   13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 117,483 shares

   Change vs previous 13F -818 shares

   3.46% of the 13F portfolio, value $8,992,149.

   13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 118,301 shares

   Change vs previous 13F -3,016 shares

   3.88% of the 13F portfolio, value $9,490,106.

   13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 121,317 shares

   Change vs previous 13F -1,160 shares

   4.04% of the 13F portfolio, value $9,503,974.

   13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 122,477 shares

   Change vs previous 13F -6,215 shares

   4.06% of the 13F portfolio, value $8,902,885.

   13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 128,692 shares

   Change vs previous 13F -8,442 shares

   4.61% of the 13F portfolio, value $8,462,794.

   13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 137,134 shares

   Change vs previous 13F -11,988 shares

   5.26% of the 13F portfolio, value $9,453,999.

   13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 149,122 shares

   Change vs previous 13F not available

   5.78% of the 13F portfolio, value $10,067,196.

   13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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