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Disclosery

Fiduciary Alliance LLC: SPYM position timeline

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

Fiduciary Alliance LLC held 464,592 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 464,592 shares
    Change vs previous 13F +29,906 shares

    2.76% of the 13F portfolio, value $40,828,321.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 434,686 shares
    Change vs previous 13F +391,036 shares

    2.16% of the 13F portfolio, value $35,809,440.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 43,650 shares
    Change vs previous 13F +32,596 shares

    0.23% of the 13F portfolio, value $3,501,595.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 11,054 shares
    Change vs previous 13F +1,975 shares

    0.06% of the 13F portfolio, value $865,960.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 9,079 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $659,929.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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