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Disclosery

F/m Investments LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of F/m Investments LLC on SPY, newest first. How the timeline and the estimate are built.

F/m Investments LLC held 12,571 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,571 shares
    Change vs previous 13F +592 shares

    0.48% of the 13F portfolio, value $9,387,646.

    13F-HR 0001834499-26-000006 filed by F/m Investments 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 11,979 shares
    Change vs previous 13F -3,025 shares

    0.52% of the 13F portfolio, value $7,790,424.

    13F-HR 0001834499-26-000004 filed by F/m Investments 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 15,004 shares
    Change vs previous 13F +141 shares

    0.39% of the 13F portfolio, value $10,231,528.

    13F-HR 0001834499-26-000001 filed by F/m Investments 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 14,863 shares
    Change vs previous 13F -1,698 shares

    0.38% of the 13F portfolio, value $9,901,434.

    13F-HR 0001834499-25-000017 filed by F/m Investments 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 16,561 shares
    Change vs previous 13F +1,504 shares

    0.37% of the 13F portfolio, value $10,232,214.

    13F-HR 0001834499-25-000010 filed by F/m Investments 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 15,057 shares
    Change vs previous 13F +227 shares

    0.34% of the 13F portfolio, value $8,422,736.

    13F-HR 0001834499-25-000007 filed by F/m Investments 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 14,830 shares
    Change vs previous 13F +5,920 shares

    0.32% of the 13F portfolio, value $8,691,567.

    13F-HR 0001834499-25-000002 filed by F/m Investments 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 8,910 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,112,202.

    13F-HR 0001834499-24-000009 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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