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Disclosery

ERn Financial, LLC: SPYM position timeline

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

ERn Financial, LLC held 108,169 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,169 shares
    Change vs previous 13F +5,882 shares

    1.57% of the 13F portfolio, value $9,505,881.

    13F-HR 0001768302-26-000004 filed by ERn 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 102,287 shares
    Change vs previous 13F +5,220 shares

    1.47% of the 13F portfolio, value $7,829,036.

    13F-HR 0001768302-26-000003 filed by ERn 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 97,067 shares
    Change vs previous 13F +1,282 shares

    1.46% of the 13F portfolio, value $7,786,716.

    13F-HR 0001768302-26-000001 filed by ERn 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 ended2025-09-30
    13F 95,785 shares
    Change vs previous 13F +25,251 shares

    1.48% of the 13F portfolio, value $7,503,823.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 70,534 shares
    Change vs previous 13F +3,411 shares

    1.08% of the 13F portfolio, value $5,127,128.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 67,123 shares
    Change vs previous 13F +1,907 shares

    0.7% of the 13F portfolio, value $4,413,976.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 65,216 shares
    Change vs previous 13F -1,601 shares

    0.67% of the 13F portfolio, value $4,496,020.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 66,817 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,510,812.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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