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CBM Financial, LLC: SPYM position timeline

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

CBM Financial, LLC held 321,768 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 321,768 shares
    Change vs previous 13F +4,276 shares

    16.75% of the 13F portfolio, value $28,148,275.

    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 317,492 shares
    Change vs previous 13F +14,415 shares

    16.53% of the 13F portfolio, value $26,485,174.

    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 303,077 shares
    Change vs previous 13F not available

    16.62% of the 13F portfolio, value $24,473,492.

    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).