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CLIENT 1ST ADVISORY GROUP, LLC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on SPYM, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 599,273 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599,273 shares
    Change vs previous 13F +8,905 shares

    14.14% of the 13F portfolio, value $52,664,071.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST 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 590,368 shares
    Change vs previous 13F +58,180 shares

    13.74% of the 13F portfolio, value $45,186,744.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST 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 532,188 shares
    Change vs previous 13F +6,253 shares

    13.38% of the 13F portfolio, value $42,692,084.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY 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 ended2025-09-30
    13F 525,935 shares
    Change vs previous 13F +25,118 shares

    13.67% of the 13F portfolio, value $41,201,767.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY 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 ended2025-06-30
    13F 500,817 shares
    Change vs previous 13F +14,018 shares

    13.2% of the 13F portfolio, value $36,404,377.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY 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 ended2025-03-31
    13F 486,799 shares
    Change vs previous 13F +11,753 shares

    12.46% of the 13F portfolio, value $32,011,885.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY 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 ended2024-12-31
    13F 475,046 shares
    Change vs previous 13F -405 shares

    12.6% of the 13F portfolio, value $32,749,698.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY 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 ended2024-09-30
    13F 475,451 shares
    Change vs previous 13F not available

    12.75% of the 13F portfolio, value $32,097,674.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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