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Disclosery

Crown Wealth Group, LLC: SPYM position timeline

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

Crown Wealth Group, LLC held 494,535 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 494,535 shares
    Change vs previous 13F +10,375 shares

    11.06% of the 13F portfolio, value $43,459,734.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 484,160 shares
    Change vs previous 13F -10,733 shares

    10.88% of the 13F portfolio, value $37,057,607.

    13F-HR 0002085853-26-000447 filed by Crown Wealth 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 494,893 shares
    Change vs previous 13F +12,567 shares

    11.09% of the 13F portfolio, value $39,700,348.

    13F-HR 0002085853-26-000126 filed by Crown Wealth 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 482,326 shares
    Change vs previous 13F +49,315 shares

    11.35% of the 13F portfolio, value $37,785,452.

    13F-HR 0002085853-25-000126 filed by Crown Wealth 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 433,011 shares
    Change vs previous 13F +84,688 shares

    11.82% of the 13F portfolio, value $31,475,541.

    13F-HR 0001667731-25-000836 filed by Crown Wealth 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 348,323 shares
    Change vs previous 13F -44,170 shares

    11.88% of the 13F portfolio, value $22,905,741.

    13F-HR 0001667731-25-000523 filed by Crown Wealth 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 392,493 shares
    Change vs previous 13F -59,284 shares

    11.01% of the 13F portfolio, value $27,058,433.

    13F-HR 0001667731-25-000203 filed by Crown Wealth 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 451,777 shares
    Change vs previous 13F not available

    13.26% of the 13F portfolio, value $30,499,497.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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