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BUSH INVESTMENT GROUP, LLC: SPYM position timeline

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

BUSH INVESTMENT GROUP, LLC held 89,864 SPYM shares at 2026-03-31 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 89,864 shares
    Change vs previous 13F +17,045 shares

    3.76% of the 13F portfolio, value $6,878,182.

    13F-HR 0001966640-26-000003 filed by BUSH INVESTMENT 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 ended2025-12-31
    13F 72,819 shares
    Change vs previous 13F -403 shares

    3.27% of the 13F portfolio, value $5,841,518.

    13F-HR 0001966640-26-000002 filed by BUSH INVESTMENT 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 ended2025-09-30
    13F 73,222 shares
    Change vs previous 13F +2,504 shares

    3.4% of the 13F portfolio, value $5,736,194.

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 70,718 shares
    Change vs previous 13F -46,846 shares

    3.45% of the 13F portfolio, value $5,140,460.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 117,564 shares
    Change vs previous 13F -5,076 shares

    5.82% of the 13F portfolio, value $7,731,027.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 122,640 shares
    Change vs previous 13F -758 shares

    6.6% of the 13F portfolio, value $8,454,802.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 123,398 shares
    Change vs previous 13F -10,551 shares

    6.66% of the 13F portfolio, value $8,330,596.

    13F-HR 0001966640-24-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 133,949 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $8,572,734.

    13F-HR 0001966640-24-000004 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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