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Disclosery

Carroll Advisory Group, LLC: SPYM position timeline

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

Carroll Advisory Group, LLC held 71,069 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,069 shares
    Change vs previous 13F -1,631 shares

    2.05% of the 13F portfolio, value $6,245,580.

    13F-HR 0002108684-26-000004 filed by Carroll 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 72,700 shares
    Change vs previous 13F -3,914 shares

    2.16% of the 13F portfolio, value $5,564,458.

    13F-HR 0002108684-26-000002 filed by Carroll 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 76,614 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $6,145,994.

    13F-HR 0002108684-26-000001 filed by Carroll Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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