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GM Advisory Group, LLC: SPY position timeline

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

GM Advisory Group, LLC held 61,322 SPY shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 61,322 shares
    Change vs previous 13F +335 shares

    1.54% of the 13F portfolio, value $39,880,198.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 60,987 shares
    Change vs previous 13F +18,541 shares

    1.63% of the 13F portfolio, value $41,588,404.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 42,446 shares
    Change vs previous 13F -6,245 shares

    1.2% of the 13F portfolio, value $28,276,674.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 48,691 shares
    Change vs previous 13F +1,804 shares

    1.49% of the 13F portfolio, value $30,083,838.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 46,887 shares
    Change vs previous 13F +153 shares

    1.42% of the 13F portfolio, value $26,228,020.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 46,734 shares
    Change vs previous 13F +1,579 shares

    1.52% of the 13F portfolio, value $27,389,657.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 45,155 shares
    Change vs previous 13F +1,297 shares

    1.55% of the 13F portfolio, value $25,908,183.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 43,858 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $23,868,181.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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