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Emergent Wealth Advisors, LLC: SPYM position timeline

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

Emergent Wealth Advisors, LLC held 42,364 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 42,364 shares
    Change vs previous 13F -9,492 shares

    1.99% of the 13F portfolio, value $3,802,573.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,856 shares
    Change vs previous 13F +415 shares

    2.38% of the 13F portfolio, value $4,582,844.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth Advisors, 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 51,441 shares
    Change vs previous 13F +955 shares

    2.33% of the 13F portfolio, value $3,937,320.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth Advisors, 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 50,486 shares
    Change vs previous 13F -6,486 shares

    2.28% of the 13F portfolio, value $4,050,021.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, 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 56,972 shares
    Change vs previous 13F -6,553 shares

    2.59% of the 13F portfolio, value $4,464,850.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth Advisors, 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 63,525 shares
    Change vs previous 13F -2,746 shares

    2.95% of the 13F portfolio, value $4,617,600.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, 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 66,271 shares
    Change vs previous 13F -13,443 shares

    3.16% of the 13F portfolio, value $4,357,976.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, 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 79,714 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $5,495,516.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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