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Disclosery

CBM Financial, LLC: SPYV position timeline

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

CBM Financial, LLC held 323,913 SPYV 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 323,913 shares
    Change vs previous 13F +5,176 shares

    11.93% of the 13F portfolio, value $20,056,683.

    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 318,737 shares
    Change vs previous 13F +24,258 shares

    11.78% of the 13F portfolio, value $18,878,767.

    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 294,479 shares
    Change vs previous 13F +39,145 shares

    11.84% of the 13F portfolio, value $17,433,138.

    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 255,334 shares
    Change vs previous 13F not available

    10.59% of the 13F portfolio, value $13,027,142.

    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).