Skip to content
Disclosery

Forthright Family Wealth Advisory LLC: SPYM position timeline

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

Forthright Family Wealth Advisory LLC held 210,002 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,002 shares
    Change vs previous 13F -498,566 shares

    10.44% of the 13F portfolio, value $18,454,977.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 708,568 shares
    Change vs previous 13F +499,246 shares

    29.24% of the 13F portfolio, value $43,598,189.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 209,322 shares
    Change vs previous 13F +2,048 shares

    10.55% of the 13F portfolio, value $16,791,840.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 207,274 shares
    Change vs previous 13F -128,986 shares

    9.98% of the 13F portfolio, value $16,237,816.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 336,260 shares
    Change vs previous 13F -687 shares

    15.48% of the 13F portfolio, value $24,442,717.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 336,947 shares
    Change vs previous 13F +6,516 shares

    14.64% of the 13F portfolio, value $22,157,635.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 330,431 shares
    Change vs previous 13F -31,834 shares

    14.81% of the 13F portfolio, value $22,779,913.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 362,265 shares
    Change vs previous 13F not available

    16.64% of the 13F portfolio, value $25,909,193.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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