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Disclosery

Frisco Financial Planning LLC: SPYM position timeline

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

Frisco Financial Planning LLC held 29,479 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,479 shares
    Change vs previous 13F -211 shares

    2.06% of the 13F portfolio, value $2,646,024.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,690 shares
    Change vs previous 13F +4,040 shares

    1.97% of the 13F portfolio, value $2,609,144.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning 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 25,650 shares
    Change vs previous 13F +254 shares

    1.62% of the 13F portfolio, value $1,963,245.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning 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 25,396 shares
    Change vs previous 13F -1,150 shares

    1.7% of the 13F portfolio, value $2,037,264.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning 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 26,546 shares
    Change vs previous 13F -532 shares

    1.77% of the 13F portfolio, value $2,079,641.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning 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 27,078 shares
    Change vs previous 13F -424 shares

    1.79% of the 13F portfolio, value $1,968,264.

    13F-HR 0002133972-26-000003 filed by Frisco Financial Planning 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 27,502 shares
    Change vs previous 13F -1,259 shares

    1.75% of the 13F portfolio, value $1,808,529.

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning 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 28,761 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $1,982,757.

    13F-HR 0002133972-26-000001 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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