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Disclosery

Green Ridge Wealth Planning LLC: SPYM position timeline

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

Green Ridge Wealth Planning LLC held 2,780 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,780 shares
    Change vs previous 13F -649 shares

    0.1% of the 13F portfolio, value $249,516.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,429 shares
    Change vs previous 13F -634 shares

    0.13% of the 13F portfolio, value $301,305.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth 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 4,063 shares
    Change vs previous 13F -292 shares

    0.16% of the 13F portfolio, value $310,952.

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth 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 4,355 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $349,387.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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