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Disclosery

CBM Financial, LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CBM Financial, LLC on SPYG, newest first. How the timeline and the estimate are built.

CBM Financial, LLC held 141,160 SPYG 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 141,160 shares
    Change vs previous 13F -1,410 shares

    9.76% of the 13F portfolio, value $16,409,835.

    13F-HR 0001986152-26-000117 filed by CBM Financial, 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 142,570 shares
    Change vs previous 13F +10,235 shares

    9.84% of the 13F portfolio, value $15,762,502.

    13F-HR 0001986152-26-000084 filed by CBM Financial, 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 132,335 shares
    Change vs previous 13F -7,739 shares

    9.35% of the 13F portfolio, value $13,765,536.

    13F-HR 0001986152-26-000045 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 140,074 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $12,530,991.

    13F-HR 0001986152-25-000048 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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