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Henderson Brothers Financial Partners, LLC: SPYM position timeline

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

Henderson Brothers Financial Partners, LLC held 425,852 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 425,852 shares
    Change vs previous 13F -14,018 shares

    17.72% of the 13F portfolio, value $37,423,880.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial Partners, 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 439,870 shares
    Change vs previous 13F +30,813 shares

    8.53% of the 13F portfolio, value $33,667,680.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 409,057 shares
    Change vs previous 13F not available

    16.44% of the 13F portfolio, value $32,814,682.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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