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Disclosery

Councilor Wealth, LLC: SPYM position timeline

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

Councilor Wealth, LLC held 5,729 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,729 shares
    Change vs previous 13F -147 shares

    0.21% of the 13F portfolio, value $514,298.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,876 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $516,438.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,872 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $449,484.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,868 shares
    Change vs previous 13F +2,608 shares

    0.22% of the 13F portfolio, value $470,798.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,260 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $255,417.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,252 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $236,402.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,242 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $213,236.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,231 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $222,805.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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