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Fusion Family Wealth, LLC: SPYM position timeline

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

Fusion Family Wealth, LLC held 3,190 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,190 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $280,337.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 3,215 shares
    Change vs previous 13F +170 shares

    0.02% of the 13F portfolio, value $246,076.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 3,045 shares
    Change vs previous 13F -822 shares

    0.02% of the 13F portfolio, value $244,270.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 3,867 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $302,941.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 4,142 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $301,081.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 4,142 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $272,378.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 4,023 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $277,346.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 4,023 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $271,593.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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