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Horst & Graben Wealth Management LLC: SPYM position timeline

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

Horst & Graben Wealth Management LLC held 868,783 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 868,783 shares
    Change vs previous 13F +333,982 shares

    10.03% of the 13F portfolio, value $76,271,083.

    13F-HR 0001754960-26-000604 filed by Horst & Graben Wealth Management 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 534,801 shares
    Change vs previous 13F +110,962 shares

    6.18% of the 13F portfolio, value $45,014,215.

    13F-HR 0001754960-26-000341 filed by Horst & Graben Wealth Management 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 423,839 shares
    Change vs previous 13F +12,474 shares

    5.13% of the 13F portfolio, value $34,026,469.

    13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management 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 411,365 shares
    Change vs previous 13F -2,983 shares

    4.92% of the 13F portfolio, value $32,226,372.

    13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management 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 414,348 shares
    Change vs previous 13F -324,870 shares

    4.99% of the 13F portfolio, value $30,118,928.

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management 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 739,218 shares
    Change vs previous 13F -59,663 shares

    8.72% of the 13F portfolio, value $48,610,962.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management 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 798,881 shares
    Change vs previous 13F -22,522 shares

    9.8% of the 13F portfolio, value $55,074,874.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management 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 821,403 shares
    Change vs previous 13F not available

    9.95% of the 13F portfolio, value $55,452,885.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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